EPISODE · May 29, 2025 · 21 MIN
NVIDIA Beats and Avocado Supply Spurs Demand (May 29, 2025)
from Market Outsiders
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 vulnerabilityHow California avocado growers are benefiting from more competition, not lessWhat both stories teach us about pricing power, supply chains, and long-term demandFrom AI chips to guacamole, this episode connects the dots between tech and agriculture to reveal deeper market dynamics.Additional LinksListen to a Business Breakdown of NVIDIAMore Market Outsiders:Connect with Namaan and Jenny Rae on LinkedInFollow Management Consulted on LinkedIn and subscribe on YouTube
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What this episode covers
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 vulnerabilityHow California avocado growers are benefiting from more competition, not lessWhat both stories teach us about pricing power, supply chains, and long-term demandFrom AI chips to guacamole, thi...
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NVIDIA Beats and Avocado Supply Spurs Demand (May 29, 2025)
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