Latest / Rigatoni Capital Podcast
NVIDIA Already Won. So What's the Catalyst for 2027?
Nvidia reports tonight and I'm planning to live stream the call so we can go through it together. What I want to hear is a catalyst for 2027 and 2028, some sense of where the next super cycle comes from once the hyperscalers own all the chips they need for this one.
Zoom and Intuit both got hit last night after average quarters, which pulls us into the AI disruption debate. Intuit's record $2.2 billion buyback is impressive, and Zoom's Anthropic stake is worth noting. Of course I also walk through PCE this morning, where a large chunk of the number represents a jump in portfolio management…
The skinny
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