Latest / Rigatoni Capital Podcast
Nvidia Earnings Week and Why I'm Not Worried About the Semiconductor Pullback
Semiconductors are pulling back and the dopamine hits from watching the SMH go vertical are slowing down. This morning I talk about why this is completely normal heading into a big earnings week. Nvidia reports Wednesday, Walmart and John Deere Thursday morning, Workday Thursday after close, and Cava tonight. I share my honest take on Walmart now being in the Nasdaq 100 and why I am embracing it. I shout out Graham Stephan's breakdown of the Trump IRA and why a taxable brokerage buying QQQ, VTI, or FRDM might just be simpler for most people. CrowdStrike and Palo Alto are flashing as leading…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.