They Flee From Me with Stuart Sopp
RiskReversal Pod
00:00
Apple: The Last Big Tech Company to Report
This was the last big tech company. There is actually one more. So Nvidia is going to report on May 24th. And I thought what we heard from semis and some of the competitors in Nvidia this week, there was actually some really big news. They should trade at a premium. It's just probably not at the premium that they're currently priced in. Yeah. As you said earlier, cheekily every morning, I'm also in your account with that one in the short term. But what we're seeing here is exceptional valuations from these companies because people have already priced in these ecosystems,. sort of dominating everything in every vertical. The June quarter is always a week one for
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