In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium and Lou Whiteman, along with Motley Fool analyst Jason Moser, discuss:
What happened to compute constraint?
To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. If you'd invested $5,000 then, you'd be sitting on $2,633,375 today.*
Now, for the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. It's a key player in the $1.8 trillion space race, and with the stock recently sitting 20% off its highs, the window to get in early is closing fast.
*Stock Advisor returns as of July 13, 2026
This podcast was recorded on July 3, 2026.
Travis Hoium: Wall Street just had its best quarter since 2020. Motley Fool Hidden Gems Investing starts now. Welcome to Motley Fool Hidden Gems Investing. I'm Travis Hoium, joined today by Lou Whiteman and Jason Moser, and guys, this was a surprise to me when the quarter ended technically yesterday, but Lou, this was the best quarter that we've had in six years, since 2020. What are your thoughts? What are the highlights here?
Lou Whiteman: First of all, I've got to be that guy. You know, I'm that guy. We need to mention that the loss for the year, we are on March 30th, which you might realize if you're good at calendars, is a day before the beginning of this quarter, timing worked out pretty well for us.
Travis Hoium: It just so happened that the first day of the third quarter was not great either.
Lou Whiteman: Exactly. There is a little asterisk here, but look, this is impressive, amazing, even. We got pretty lucky on the starting point, but don't argue with the gains. Even with that, we're up 9% for the year on the S&P, 12% for the Nasdaq. Hey, guys, I'm old-fashioned, but I would take that for a full year every year. This is still good. A lot of this, we can get into the details of what it was, but AI is still working, the optimists still outweigh the pessimists here, and we may at long continue.
Source: Yahoo Finance Top News — This article was automatically imported from the source. Read full article at original source →
