In this episode of The Canadian Investor Podcast, Simon and Dan break down the extraordinary story surrounding Nvidia CEO Jensen Huang, his admitted affair with a Chinese businesswoman, and allegations from U.S. intelligence that she may have been recruited by Chinese intelligence. They discuss the investigation into billions of dollars of Nvidia chip purchases, questions surrounding chip exports to China, Nvidia’s own board investigation and what the controversy could mean for Huang’s credibility and future at the company.

They then turn to Constellation Software after another volatile earnings reaction. Organic growth remains relatively weak, but capital deployment continues at a rapid pace and the company appears headed toward another record year of acquisitions. Simon and Dan discuss whether investors are simply becoming impatient with slower organic growth or whether there are deeper concerns emerging.

Next, they provide an update on Anthropic’s upcoming IPO, where reported demand has strengthened considerably and the offering could raise close to $100 billion when including private placements from several of the world’s largest semiconductor and technology companies. They also briefly revisit goeasy after another disappointing quarter and a reduction in its expected loan-book growth.

Finally, they break down Berkshire Hathaway’s latest results, including weaker insurance performance, improving railroad operations, record share buybacks and a cash pile now exceeding $350 billion. They finish with CoreWeave, where revenue and backlog continue to explode—but so do debt, interest expense and capital spending. Simon and Dan discuss whether strong AI demand can ultimately justify the enormous financing burden and why billions of dollars of insider selling are worth watching.

Stocks discussed: NVDA, CSU.TO, GSY.TO, BRK.B, CRWV, AMD, AVGO, GOOGL, MU, MSFT, TSM

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Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
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Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca

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Asset Allocation ETFs | BMO Global Asset Management

This podcast Ad Read is intended for information purposes only. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment, tax, or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. Past performance is no guarantee of future results. The viewpoints expressed by the speaker represent their assessment of the markets at the time of recording . Those views are subject to change without notice at any time. Commissions, management fees and expenses all may be associated with investments in exchange-traded funds. Please read the ETF Facts or prospectus of the BMO ETFs before investing. Exchange-traded funds are not guaranteed, their values change frequently and past performance may not be repeated.
For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the BMO ETF’s prospectus. BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination. BMO ETFs are managed by BMO Asset Management Inc., an investment fund manager, a portfolio manager, and a separate legal entity from Bank of Montreal.
BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.

In this episode of The Canadian Investor Podcast, Simon and Dan break down the extraordinary story surrounding Nvidia CEO Jensen Huang, his admitted affair with a Chinese businesswoman, and allegations from U.S. intelligence that she may have been recruited by Chinese intelligence. They discuss the investigation into billions of dollars of Nvidia chip purchases, questions surrounding chip exports to China, Nvidia&rsquo;s own board investigation and what the controversy could mean for Huang&rsquo;s credibility and future at the company.
They then turn to Constellation Software after another volatile earnings reaction. Organic growth remains relatively weak, but capital deployment continues at a rapid pace and the company appears headed toward another record year of acquisitions. Simon and Dan discuss whether investors are simply becoming impatient with slower organic growth or whether there are deeper concerns emerging.
Next, they provide an update on Anthropic&rsquo;s upcoming IPO, where reported demand has strengthened considerably and the offering could raise close to $100 billion when including private placements from several of the world&rsquo;s largest semiconductor and technology companies. They also briefly revisit goeasy after another disappointing quarter and a reduction in its expected loan-book growth.
Finally, they break down Berkshire Hathaway&rsquo;s latest results, including weaker insurance performance, improving railroad operations, record share buybacks and a cash pile now exceeding $350 billion. They finish with CoreWeave, where revenue and backlog continue to explode&mdash;but so do debt, interest expense and capital spending. Simon and Dan discuss whether strong AI demand can ultimately justify the enormous financing burden and why billions of dollars of insider selling are worth watching.
Stocks discussed: NVDA, CSU.TO, GSY.TO, BRK.B, CRWV, AMD, AVGO, GOOGL, MU, MSFT, TSM
Subscribe to <a href="https://www.youtube.com/@TCIPodcastNetwork">Our New Youtube Channel!</a>
<a href="http://jointci.com">Check out our portfolio by going to Jointci.com</a>
<ul>
<li aria-level="1"><a href="https://thecanadianinvestorpodcast.com/">Our Website</a></li>
<li aria-level="1">Canadian Investor Podcast Network Twitter:<a href="https://twitter.com/cdn_investing"> @cdn_investing</a></li>
<li aria-level="1">Simon&rsquo;s twitter:<a href="https://twitter.com/Fiat_Iceberg"> @Fiat_Iceberg</a></li>
<li aria-level="1">Braden&rsquo;s twitter:<a href="https://twitter.com/BradoCapital"> @BradoCapital</a></li>
<li aria-level="1">Dan&rsquo;s Twitter: <a href="https://twitter.com/StockTrades_CA">@stocktrades_ca</a></li>
</ul>
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-real-estate-investor/id1634197127">Apple Podcast - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://open.spotify.com/show/6wcDGtXn8Pa7K02l2Ujd3g?si=1299096c533f4894">Spotify - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor">Web player - The Canadian Real Estate Investor</a>
Sign up for <a href="http://fiscal.ai">Fiscal.ai</a> for free to get easy access to global stock coverage and powerful AI investing tools.
<a href="https://www.eqbank.ca/?utm_source=TCI&amp;utm_medium=podcast&amp;utm_content=desc">Register for EQ Bank</a>, the seamless digital banking experience with better rates and no nonsense.
<a href="https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs">Asset Allocation ETFs | BMO Global Asset Management</a>
This podcast Ad Read is intended for information purposes only. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment, tax, or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual&rsquo;s investment objectives and professional advice should be obtained with respect to any circumstance. Past performance is no guarantee of future results. The viewpoints expressed by the speaker represent their assessment of the markets at the time of recording . Those views are subject to change without notice at any time. Commissions, management fees and expenses all may be associated with investments in exchange-traded funds. Please read the ETF Facts or prospectus of the BMO ETFs before investing. Exchange-traded funds are not guaranteed, their values change frequently and past performance may not be repeated. For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the BMO ETF&rsquo;s prospectus. BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination. BMO ETFs are managed by BMO Asset Management Inc., an investment fund manager, a portfolio manager, and a separate legal entity from Bank of Montreal. BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. &ldquo;BMO (M-bar roundel symbol)&rdquo; is a registered trademark of Bank of Montreal, used under&nbsp;licence.

The Podcast For Canadian Investors.

The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.

Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.

The Podcast For Canadian Investors.
The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.
Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing&nbsp;podcast&nbsp;for Canadians.

The Canadian Investor

The Podcast For Canadian Investors.

The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.

Show hosts Braden Dennis and Simon Belanger bring experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.

The Podcast For Canadian Investors.
The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.
Show hosts Braden Dennis and Simon Belanger bring experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.