# Nvidia blows us away, X Marks the Stock & Pimp My Portfolio with Luke Laretive

Page: https://stenobird.com/podcast/equity-mates-investing-podcast-55637/nvidia-blows-us-away-x-marks-the-stock-pimp-my-portfolio-with-luke-laretive
Text version: https://stenobird.com/podcast/equity-mates-investing-podcast-55637/nvidia-blows-us-away-x-marks-the-stock-pimp-my-portfolio-with-luke-laretive.md
Podcast: [Equity Mates Investing Podcast](https://stenobird.com/podcast/equity-mates-investing-podcast-55637)
Published: 2026-05-24T19:05:00+00:00
Episode link: https://shows.acast.com/equity-mates/episodes/nvidia-blows-us-away-x-marks-the-stock-pimp-my-portfolio-wit
Audio file: https://sphinx.acast.com/p/acast/s/equity-mates/e/6a12b27a38804bf924736f76/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/equity-mates-investing-podcast-55637/episodes/nvidia-blows-us-away-x-marks-the-stock-pimp-my-portfolio-with-luke-laretive
Duration seconds: 2443

## Resource

Nvidia has delivered another monster result, Google is taking another swing at smart glasses, and SpaceX’s prospectus suggests Elon Musk’s space company may really be an AI company in disguise. Plus, Simon brings a spicy AI infrastructure stock from X, and Luke Laretive reviews a simple, globally diversified portfolio. In this episode: 00:00 Nvidia’s AI boom keeps booming 05:24 Google Glass is back? 09:43 SpaceX files its prospectus 16:45 X Marks the Stock 21:08 SharonAI: the AI Infrastructure stock buzzing on X  28:15 Pimp My Portfolio with Luke Laretive 30:17 Reviewing the core ETF portfolio 33:19 Catapult, Qantas and stock picking discipline Stocks and ETFs mentioned: Nvidia (NASDAQ: NVDA), Alphabet (NASDAQ: GOOGL), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Meta Platforms (NASDAQ: META), Snap (NYSE: SNAP), Fair Isaac Corporation (NYSE: FICO), Old Dominion Freight Line (NASDAQ: ODFL), Cintas (NASDAQ: CTAS), Moody’s (NYSE: MCO), Berkshire Hathaway (NYSE: BRK.B), JPMorgan Chase (NYSE: JPM), Sharon AI (NASDAQ: SHAI), NextDC (ASX: NXT), Rocket Lab (NASDAQ: RKLB), Betashares Australian Investment Grade Corporate Bond ETF (ASX: CRED), Macquarie Group (ASX: MQG), Catapult Group International (ASX: CAT), Qantas (ASX: QAN), Westpac (ASX: WBC), ReadyTech (ASX: RDY), DroneShield (ASX: DRO), Brambles (ASX: BXB), QBE Insurance (ASX: QBE) ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) We’re particularly…

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## Transcript

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