With a company as large and as meticulously covered as NVIDIA, you would think there wouldn’t be anything that surprises us anymore. So much for that thesis. NVIDIA's most recent earnings and guidance blew past everyone’s expectations and setup another stellar year for anything AI-related. Jon, Matt, and Tyler dissect NVIDIA’s most recent earnings as well as the “hidden” winners and losers from the most recent earnings results. Plus, Crowdstrike’s earnings and a mailbag question about local vs. cloud AI. Tyler Crowe, Matt Frankel, and Jon Quast discuss NVIDIA’s earnings and guidance update, the winners and losers from NVIDIA’s earnings, Crowdstrike’s earnings, is Crowdstrike’s stock a buy? Plus, Is local AI a hyperscaler problem? Companies discussed: NVDA, HP, DELL, CRDO, ONTO, IESC, GRMN, RBRK, ZS, SPCX. Host — Tyler Crowe; Guests — Jon Quast, Matt Frankel.

Guests: Jon Quast,Matt Frankel

Published: Sat 29 August 2026