Nvidia is the hottest name in the market, and that’s not changing anytime soon. But while it’s a great company, it’s only an average stock in our book. In fact, we think its priced for perfection.
Just how good does the news have to be to justify the current stock price? We’ll show you exactly where the risks are hiding in our latest Earnings Watch Party.
We also discuss:
- Why HPQ looks good on the surface—but may be hiding serious problems.
- What makes CRM too expensive despite the hype.
- The high-risk, high-reward names that might be worth a swing.
- And a top performer from our Focus List and Long Ideas—a name that continues to quietly deliver.
Plus: We revisit our long-standing warning on DIDIY, a disaster since IPO, and a perfect case study in what not to chase.
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This article was originally published on May 30, 2025.
Disclosure: David Trainer, Kyle Guske II, and Hakan Salt receive no compensation to write about any specific stock, style, or theme.
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