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Is Nvidia Too Big to Fail? We don't know what we don't know
Manage episode 451798560 series 3415392
İçerik David Nelson, CFA, David Nelson, and CFA tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan David Nelson, CFA, David Nelson, and CFA veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
In this episode of The Money Runner, David Nelson dives into Nvidia's latest earnings and the broader implications for the AI ecosystem. Are companies like Nvidia and the AI industry as a whole too big to fail? We also explore the challenges of market valuations, the rise of small caps, and what the 2024 S&P 500 targets mean for investors. Plus, the unexpected shifts in Fed policy, BRICS’ growing influence, and why “we don’t know what we don’t know” could be the most important investment lesson yet. Don’t miss this insightful analysis! 🚀
Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."
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