Nvidia blows us away, X Marks the Stock & Pimp My Portfolio with Luke Laretive

Equity Mates Investing Podcast · May 24, 2026 · 40m

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…