Market Outsiders

NVIDIA Beats and Avocado Supply Spurs Demand (May 29, 2025)

Season 1 Episode 22

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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