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Playing FTSE · September 13 · 1 hr 4 min

Chips, Dinosaurs and Strippers

What’s got more flavour than an Oxo cube? Find out on this week’s PlayingFTSE Show! It’s been a dreadful week for both Steves in the stock market. Steve W’s losses are three times greater than the FTSE 100 or the S&P 500. And Steve D’s are worse! Nvidia shares have done pretty well this year, but not as well as over 200 other S&P 500 stocks. That’s despite the latest results continuing to be nothing short of stellar. Steve W thinks it’s time to start asking a different question. What’s the company’s strategy for after the data centre buildout and can it cope with the competition? Steve D has a new UK stock to take a look at – Frontier Developments. It’s a video games business, think managing theme parks, F1 teams, and zoos. The interesting assets are the firm’s licenses. With Warhammer 40,000 on board and a new Disney title on the way, could this be an under-the-radar stock to buy? Rosebank Industries is a FTSE 250 name that James Fox – one of our previous guests – likes a lot. And it’s in a very familiar type of industry for this show. Buying, improving, and selling is a business model that we’ve seen a lot. But is this company more like QXO, 3i, or Avingtrans? Only on this week’s PlayingFTSE Podcast! ► Free Share + Exclusive Deals — Start Here: 🎁 Free Fractional Share — Open a Trading 212 account through our link and grab shares worth up to £/€100, completely free. Terms apply. 👉 https://www.trading212.com/Jdsfj/FTSE When investing, your capital is at risk. Past performance doesn't guarantee future results. 📊 15% Off Fiscal.ai — The investing toolkit we actually use. Analyse stocks, spot hidden opportunities, and build income streams. 👉 https://fiscal.ai/?via=steve ► About Playing FTSE: What's happening in the markets — and why should you care? We break down the week's biggest financial news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between. For people who want to get smarter about investing — without wanting to fall asleep. ► Free Investing Course + Newsletter: 📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently. 👉 https://playingftse.substack.com/ ► Enjoyed the Episode? ☕ Buy us a coffee (we'll spend it on the show, promise): 👉 https://ko-fi.com/playingftse 💬 Drop a question in the comments or find us on Instagram: 👉 https://www.instagram.com/playing_ftse/ 📩 Business enquiries: playingftsepodcast@gmail.com ► Timestamps: 0:00 INTRO & OUR WEEKS 7:17 NVIDIA 26:43 FRONTIER 43:03 ROSE ► 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.

0:00-1:04:44

transcript

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show notes

What’s got more flavour than an Oxo cube? Find out on this week’s PlayingFTSE Show!



It’s been a dreadful week for both Steves in the stock market. Steve W’s losses are three times greater than the FTSE 100 or the S&P 500. And Steve D’s are worse!



Nvidia shares have done pretty well this year, but not as well as over 200 other S&P 500 stocks. That’s despite the latest results continuing to be nothing short of stellar.



Steve W thinks it’s time to start asking a different question. What’s the company’s strategy for after the data centre buildout and can it cope with the competition?



Steve D has a new UK stock to take a look at – Frontier Developments. It’s a video games business, think managing theme parks, F1 teams, and zoos.



The interesting assets are the firm’s licenses. With Warhammer 40,000 on board and a new Disney title on the way, could this be an under-the-radar stock to buy?



Rosebank Industries is a FTSE 250 name that James Fox – one of our previous guests – likes a lot. And it’s in a very familiar type of industry for this show.



Buying, improving, and selling is a business model that we’ve seen a lot. But is this company more like QXO, 3i, or Avingtrans?



Only on this week’s PlayingFTSE Podcast!


► Free Share + Exclusive Deals — Start Here:


🎁 Free Fractional Share — Open a Trading 212 account through our link and grab shares worth up to £/€100, completely free. Terms apply.


👉 https://www.trading212.com/Jdsfj/FTSE


When investing, your capital is at risk. Past performance doesn't guarantee future results.


📊 15% Off Fiscal.ai — The investing toolkit we actually use. Analyse stocks, spot hidden opportunities, and build income streams.


👉 https://fiscal.ai/?via=steve


► About Playing FTSE:


What's happening in the markets — and why should you care? We break down the week's biggest financial news, stocks, and economic mayhem in a way that's actually enjoyable to listen to. No jargon, no waffle, just straight-talking chat about money, markets, and the madness in between.


For people who want to get smarter about investing — without wanting to fall asleep.


► Free Investing Course + Newsletter:


📬 Join us on Substack for our completely free 10-week investing and research course — no sign-up fees, no paywalls, no nonsense. Plus regular deep dives on market trends, investor psychology, and asset classes that will genuinely make you think differently.


👉 https://playingftse.substack.com/


► Enjoyed the Episode?


☕ Buy us a coffee (we'll spend it on the show, promise):

👉 https://ko-fi.com/playingftse


💬 Drop a question in the comments or find us on Instagram:

👉 https://www.instagram.com/playing_ftse/


📩 Business enquiries: playingftsepodcast@gmail.com


► Timestamps:


0:00 INTRO & OUR WEEKS

7:17 NVIDIA

26:43 FRONTIER

43:03 ROSE


► 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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