Notable Guests
NW
Now We Know Why
1x
Recent Episodes
✨
Jose Najarro and Rachel Warren discuss AI's impact on software stocks.
✨
NVIDIA invests $1.5B in SoftBank's SB Energy for AI infrastructure.
✨
OpenAI's charter could halt competition if AGI rival emerges.
✨
Credo Technology provides high-speed connectivity for AI data centers.
✨
Discusses the difference between neoclouds and hyperscalers in the AI cloud.
✨
Anthropic confidentially filed for an IPO with significant valuation and revenue.
✨
Mastercard CEO questions the need for stablecoins to buy coffee.
✨
DocuSign defined e-signatures but faces post-pandemic growth challenges.
✨
Uber shows consistent 20% annual bookings growth, overlooked by the market.
✨
Examines if the memory stock sector is a value trap or opportunity.
✨
Identifies three stocks with post-earnings buying opportunities.
✨
AMD enters rack-scale with Helios and MI450 for AI infrastructure.
✨
Analysts rate Cava 7.2/10, citing growth and unit economics.
✨
NVIDIA seeks up to $500 billion in AI financing.
✨
Episode: Motley Fool Scoreboard - AXON
✨
Ranking the top 7 "Mag7" stocks for current investment.
✨
Zeta Global shows 50% revenue growth with proprietary AI.
✨
Nvidia has stakes in AI companies CoreWeave and Nebius.
✨
CoreWeave stock rallied 13% after strong earnings.
Now We Know Why
✨
Discussing the strategy of owning long-term compounders.