$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price. Tim Beyers and Mary Long discuss market relief about the latest in Trump’s trade saga, a rose and a thorn from Nvidia’s latest report, and another trade-related announcement that affects the semiconductor supply chain. Companies discussed: NVDA, CDNS, SNPS, SIEGY. Host - Mary Long; Guest - Tim Beyers

Guests: Tim Beyers

Published: Sat 31 May 2025