{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/8c560a52-84ff-4b06-b819-f4e9bd6e85ef/6a12b27a38804bf924736f76?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Nvidia blows us away, X Marks the Stock & Pimp My Portfolio with Luke Laretive","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6113c4e58b49030d2716f6e0/1779616071331-047dac9d-9254-46f5-9617-de7cbac9c7de.jpeg?height=200","description":"<p>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.</p><p><br></p><p><strong>In this episode:</strong></p><p>00:00 Nvidia’s AI boom keeps booming</p><p>05:24 Google Glass is back?</p><p>09:43 SpaceX files its prospectus</p><p>16:45 X Marks the Stock</p><p>21:08 SharonAI: the AI Infrastructure stock buzzing on X&nbsp;</p><p>28:15 Pimp My Portfolio with Luke Laretive</p><p>30:17 Reviewing the core ETF portfolio</p><p>33:19 Catapult, Qantas and stock picking discipline</p><p><br></p><p><strong>Stocks and ETFs mentioned:</strong> 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)</p><p><br></p><p>———</p><p><br></p><p>Want to get involved in the podcast? Record a <a href=\"https://tinyurl.com/4uw5f58j\" rel=\"noopener noreferrer\" target=\"_blank\">voice note</a> or <a href=\"https://tinyurl.com/2hyfsrw7\" rel=\"noopener noreferrer\" target=\"_blank\">send us a message</a></p><p><br></p><p>And come and join the conversation in the Equity Mates <a href=\"https://www.facebook.com/groups/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Facebook Discussion Group</a>.</p><p><br></p><p>———</p><p><br></p><p>Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – <a href=\"https://linktr.ee/equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">we’ve got you covered</a>.</p><p><br></p><p>Keep up with the news moving markets with our <a href=\"https://tinyurl.com/2saau2ky\" rel=\"noopener noreferrer\" target=\"_blank\">daily newsletter</a> and podcast (<a href=\"https://tinyurl.com/yxm3mm2c\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a> | <a href=\"https://tinyurl.com/299dedpd\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a>)</p><p><br></p><p>We’re particularly excited to share our latest show: Basis Points</p><ul><li>Listen to the podcast (<a href=\"https://tinyurl.com/2zmumf7v\" rel=\"noopener noreferrer\" target=\"_blank\">Apple</a> | <a href=\"https://tinyurl.com/mr4x8tae\" rel=\"noopener noreferrer\" target=\"_blank\">Spotify</a>)</li><li>Watch on <a href=\"https://tinyurl.com/yc596wem\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube</a></li><li>Read the <a href=\"https://basispoints.beehiiv.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monthly email</a></li></ul><p><br></p><p>———</p><p><br></p><p>Looking for some of our favourite research tools?</p><ul><li>Download our free <a href=\"https://tinyurl.com/7k2z7ebx\" rel=\"noopener noreferrer\" target=\"_blank\">Basics of ETF handbook</a></li><li>Or our free <a href=\"https://tinyurl.com/4zjkm3pt\" rel=\"noopener noreferrer\" target=\"_blank\">4-step stock checklist</a></li><li>Find company information on <a href=\"https://www.tikr.com/?ref=equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">TIKR</a></li><li>Research reports from <a href=\"https://goodresearch.com.au/ref/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Good Research</a></li><li>Track your portfolio with <a href=\"https://www.sharesight.com/au/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Sharesight</a></li></ul><p><br></p><p>———</p><p><br></p><p>Equity Mates Investing is a product of Equity Mates Media.</p>","author_name":"Equity Mates Media"}