Show Notes
Why does the sound of an ocarina make grown men cry? Find out on this week’s PlayingFTSE Show!
It’s a win for both Steves in the stock market this week. A proper one too – they’re both up while the rest of the market is down!
Steve D’s looking at Nintendo again. It’s a business where an installed console base opens up high-margin software revenues.
Sometimes, however, a game comes along that people just buy the hardware specifically for. And Zelda: Ocarina of Time is one of those…
Meta has been a complicated AI stock. It’s been spending like Amazon and Alphabet, but without the customer base to sell its computing power on to.
The company, however, is starting to show what it’s been working on – AI agents. Steve W has the pros and cons of the latest venture.
It’s an interesting time to be in cybersecurity. And Rubrik is an interesting name in within that interesting industry.
AI looks set to make life easier for threats and hackers. But could the solution be not just keeping them out but putting things back after?
Shares in Halma crashed 17% after earnings this week. The results, however, were almost exactly what Steve W forecasted.
The company’s growth was largely driven by data centre construction. But when Diploma announced a similar story last month, the stock market loved it…
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS 11:37 NINTENDO 31:46 META 48:45 RUBRIK 1:04:27 HALMA
► Show Notes:
Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.
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