VRA Investing Podcast: Chips Wars. Breaking Down The Beginning Of the Innovation Revolution - Tyler Herriage - November 25, 2025

from VRA Investing Podcast · host Vertical Research Advisory

In today's episode, Tyler Herriage dives into the latest market action after a strong start to the week, highlighting the impressive rebound in major indexes and the standout performance of individual stocks. He takes a close look at the current buzz around Google’s new TPUs versus Nvidia’s GPUs, breaking down what these innovations mean for investors and whether there’s truly an AI bubble brewing.

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VRA Investing Podcast: Chips Wars. Breaking Down The Beginning Of the Innovation Revolution - Tyler Herriage - November 25, 2025

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