Nvidia Earnings Memorial Day Weekend Special

Snowflake Sparks a Software Rally and What I Learned from Dan Loeb This Week

Snowflake reported an extraordinary quarter and the software sector is responding. Palantir was up 10% yesterday, AppLovin crossed $600 a share, Dell surged 30%, and even Salesforce turned green. This morning I ask the question: is this the turning point in the AI Disruption narrative for software stocks, or just a normal bounce in a longer bear market? Snowflake's Cortex Code AI agent and their $6 billion AWS commitment may have been the last example investors needed before sentiment shifted. I also go through what I took away from Dan Loeb's appearance on the Invest Like The Best podcast this week, including his view that Nvidia at 15 times 2027 earnings is still one of the most attractive setups in the market, why the hyperscaler CapEx story is nothing like the dot-com bubble, and what he thinks makes a great analyst today versus 20 years ago. I also touch on Caterpillar, TransDigm, Costco, and the Union Pacific merger situation. Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore. Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com [https://rigatonicapital.substack.com] Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions. #investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Snowflake #SNOW #DanLoeb #ThirdPoint #SoftwareStocks #AIDisruption #Palantir #PLTR #AppLovin #APP #Dell #DELL #Nvidia #NVDA #Caterpillar #CAT #TransDigm #TDG #Costco #COST #IGV #stockanalysis #marketwatch #RigatoniCapital $SNOW $PLTR $APP $NVDA $CAT $TDG $COST $DELL $QQQ $IGV

Finding the Next Bottleneck: Why I Still Prefer the Nasdaq 100

Markets are catching a breather after the unbelievable run in semiconductors. This morning I talk about the people on social media getting filthy rich finding bottleneck plays in memory chips, refined rare earths, and nuclear, and whether that is skill, luck, or a little bit of both. Someone turned $700K into $20 million finding the right bottleneck and putting in the work. I am not dismissing that. But in the age of social media these stories get amplified in a way that makes it feel like everyone is getting rich when really it is a small number of people. I also cover Salesforce earnings, which beat across the board and announced the largest share buyback in company history, and the stock sold off anyway. That tells you everything you need to know about where the market stands on AI Disruption in software right now. And I close with my honest take: after everything I have seen this cycle, I wish the Nasdaq 100 was an even larger part of my portfolio. Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore. Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com [https://rigatonicapital.substack.com] Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions. #investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Salesforce #CRM #Marvell #MRVL #Snowflake #SNOW #AIDisruption #SoftwareStocks #Bottleneck #Semiconductors #SMH #NVDA #LamResearch #LRCX #Palantir #PLTR #AppLovin #APP #stockanalysis #marketwatch #RigatoniCapital $CRM $MRVL $SNOW $NVDA $LRCX $PLTR $APP $QQQ $SMH

Micron and SK Hynix Join the $1 Trillion Club: Investors Are Getting Filthy Rich

Micron Technology just became the fastest company in history to go from a $500 billion to a $1 trillion market cap, doing it in roughly 48 days. SK Hynix is now the twelfth largest company on earth. Samsung is eleventh. TSMC is comfortably above $2 trillion. The memory chip super cycle is going parabolic and I have not made a single move since April 10th. This morning I walk through what that means for long term investors who are already positioned, why I am watching the dopamine hits from the sidelines rather than chasing momentum, and what the Cerebras CEO Andrew Feldman said on the 20VC podcast about why we are not in a bubble this time. I also play a clip from Jeremy Grantham on the Mag 7 and what the shift from monopoly to brutal competition in AI actually means for how you should be positioned. My honest take: own the Nasdaq 100. You cannot pick the winner in this AI war and you probably do not need to. Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore. Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com [https://rigatonicapital.substack.com] Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions. #investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Micron #MU #SKHynix #Samsung #TSMC #TSM #Semiconductors #SMH #MemoryChips #JeremyGrantham #Cerebras #Mag7 #AIstocks #Nvidia #NVDA #Palantir #PLTR #AppLovin #APP #stockanalysis #marketwatch #RigatoniCapital $MU $NVDA $PLTR $APP $QQQ $SMH $LRCX $FRDM

Why I Choose Palantir, AppLovin, and Bitcoin Over the AI Disruption Noise

South Korea's KOSPI has rallied about 80% this year and Taiwan is up about 40%, both markets transformed by AI driven semiconductor demand. Samsung, SK Hynix, and TSMC are genuinely reshaping global market cap structure. I open with why I am being cautious on chasing these markets, because nothing goes up in a straight line. But the meat of this morning's conversation is about where I actually put my conviction. When it comes to the AI Disruption story, my three fighters are Palantir, AppLovin, and Bitcoin, and I walk through exactly why I choose these over the noise. I also cover my Memorial Day weekend homework on Kai Wu's intangible asset framework for picking software stocks, and go through my notes from the Iced Coffee Podcast with Chris Camillo on his bull cases for Amazon, SweetGreen, and Robinhood. His trading strategy is interesting but listening to one podcast is not going to make you trade like him. Easier said than done. Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore. Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com [https://rigatonicapital.substack.com] Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions. #investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #SouthKorea #KOSPI #Taiwan #TSMC #TSM #Samsung #SKHynix #Semiconductors #SMH #EWY #AIDisruption #Palantir #PLTR #AppLovin #APP #Bitcoin #BTC #KaiWChrisCamillo #stockanalysis #marketwatch #RigatoniCapital $TSM $MU $SMH $EWY $PLTR $APP $QQQ $BTC

Nvidia Earnings Memorial Day Weekend Special

Nvidia just reported record revenue of $81.6 billion for the quarter, up 85% from a year ago, with Data Center revenue hitting a record $75.2 billion, up 92% year over year. We do a late Friday night Memorial Day weekend special to break it all down. I also cover Walmart's earnings and what the retail and consumer picture is telling us right now, touch briefly on Intuit and Bitcoin, and get into the US-China trade negotiations that continue to drag on without any real resolution in sight. Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore. Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com [https://rigatonicapital.substack.com] Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions. #investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Nvidia #NVDA #EarningsSeason #Walmart #WMT #Intuit #INTU #Bitcoin #BTC #USChina #TradeWar #Semiconductors #DataCenter #Blackwell #stockanalysis #marketwatch #RigatoniCapital $NVDA $WMT $INTU $BTC $QQQ $SMH