Episode 215: 1 Small Cap Biotech (TWST) Stock...

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Nvidia Q1 FY2027: $49 Billion in Free Cash Flow, the CPU Supplier Claim That Changes Everything, and Whether NVDA Is Actually Cheap

Nvidia just reported Q1 fiscal year 2027. The numbers are extraordinary even by Nvidia's own standards. Free cash flow of $49 billion. A nearly 60% free cash flow margin. Revenue guidance implying over $300 billion for calendar year 2026, with some estimates suggesting $400 billi ... Show more

. 12min 49sec

Hospitals Are Using YETI Coolers for Heart Transplants — TransMedics Just Built Something Better (TMDX Q1 2026)

On the Q1 2026 earnings call for TransMedics, the CEO said something that stopped everyone in their tracks. Major transplant programs, he said, are going to Home Depot and buying YETI coolers to preserve human hearts before transplantation. None of those coolers are FDA-approved. ... Show more

. 14min 13sec

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