S18E8: NVIDIA Beats and Avocado Supply Spurs Demand (Market Outsiders: May 29, 2025)
- Author
- Management Consulted
- Published
- Thu 29 May 2025
- Episode Link
- None
In today’s Market Outsiders, Namaan and Jenny Rae explore two seemingly unrelated stories - NVIDIA’s blockbuster earnings and a surprising twist in the avocado market - and uncover a common business thread.
They break down:
- Why NVIDIA’s continued dominance reveals both strength and potential vulnerability
- How California avocado growers are benefiting from more competition, not less
- What both stories teach us about pricing power, supply chains, and long-term demand
From AI chips to guacamole, this episode connects the dots between tech and agriculture to reveal deeper market dynamics.
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