About this episode
(00:32) Headlines Opportunity and volatility AMD, Nvidia, and sharing AI and SaaS (07:57) Newest Recommendations A high-flying space stock A fast-driving automaker (20:17) What We Think Now The Trade Desk On Holding Lemonade Vertex Pharmaceuticals (38:06) What We're Watching Market valuations and inflation Evolution of live entertainment (41:10) Preview of Coming Attractions SA Team RB recommendation Monthly rankings Bonus episode Host: Brian Stoffel Guests: Emily Flippen, Asit Sharma Producer: Mac Greer Engineer: Austin Morgan