Nvidia blows us away, X Marks the Stock & Pimp My Portfolio with Luke Laretive
5/24/202641 min
Nvidia has delivered another monster result, Google is taking another swing at smart glasses, and SpaceX’s prospectus suggests Elon Musk’s space company may really be an AI company in disguise. Plus, Simon brings a spicy AI infrastructure stock from X, and Luke Laretive reviews a simple, globally diversified portfolio.
In this episode:
00:00 Nvidia’s AI boom keeps booming
05:24 Google Glass is back?
09:43 SpaceX files its prospectus
16:45 X Marks the Stock
21:08 SharonAI: the AI Infrastructure stock buzzing on X
28:15 Pimp My Portfolio with Luke Laretive
30:17 Reviewing the core ETF portfolio
33:19 Catapult, Qantas and stock picking discipline
Stocks and ETFs mentioned: Nvidia (NASDAQ: NVDA), Alphabet (NASDAQ: GOOGL), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Meta Platforms (NASDAQ: META), Snap (NYSE: SNAP), Fair Isaac Corporation (NYSE: FICO), Old Dominion Freight Line (NASDAQ: ODFL), Cintas (NASDAQ: CTAS), Moody’s (NYSE: MCO), Berkshire Hathaway (NYSE: BRK.B), JPMorgan Chase (NYSE: JPM), Sharon AI (NASDAQ: SHAI), NextDC (ASX: NXT), Rocket Lab (NASDAQ: RKLB), Betashares Australian Investment Grade Corporate Bond ETF (ASX: CRED), Macquarie Group (ASX: MQG), Catapult Group International (ASX: CAT), Qantas (ASX: QAN), Westpac (ASX: WBC), ReadyTech (ASX: RDY), DroneShield (ASX: DRO), Brambles (ASX: BXB), QBE Insurance (ASX: QBE)
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Transcript preview
First 90 secondsAlec Renehan· Host0:00
[gentle music] Everything you're about to hear is for education and entertainment purposes only. Whilst we are licensed, we're not aware of your personal financial circumstances. Any advice is general advice. Equity Mates operates under Australian Financial Services License 540697. Today's episode is brought to you by Vanta.
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Today's episode is brought to you by Ausbil Investment Management Limited.
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Ausbil have been in the game since 1997. That's nearly three decades of navigating Australian and global markets through bull runs, downturns, and everything in between. They're an award-winning fund manager with over $20 billion in assets under management, so safe to say they know a thing or two about investing.
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