S18E8: NVIDIA Beats and Avocado Supply Spurs Demand (Market Outsiders: May 29, 2025)

Strategy Simplified - A podcast by Management Consulted

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Send us a text 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...

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