The FinanceNow Podcast

Chips and Cybersecurity

Episode 32

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In this episode I talk about

- Tariff court ruling, consumer sentiment (both CB and Michigan), PCE, GDP, and Labour market.

Earnings:

- NVDA, S and ZS

Focusing on semiconductor and cybersecurity - why I like cybersecurity, what I like about both S and ZS, and what I think about Nvidia. 

People on this episode