Okay, Computer: Tech Is Still A Minefield with Dan Niles
RiskReversal Pod
Risks and Vulnerabilities of Nvidia
In this chapter, they discuss the potential risks and vulnerabilities of the semiconductor company Nvidia. The speakers mention the demand for AI not being strong enough and the possibility of double and triple ordering from companies like Microsoft and Tesla. They also consider the risk of having too many people owning the stock and the potential for a massive inventory correction.
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