China's Impact on AI Revenue

Wealthion welcomes Beth Kindig, CEO and Lead Tech Analyst at the I/O Fund, for a deep dive into Nvidia, AI, tech, and crypto investing. She joins Maggie Lake to explain why Nvidia is no longer just a chipmaker, but the backbone of the AI revolution, with its new Blackwell GPUs powering explosive data center growth and a potential $500 billion business by 2028, meaning the stock could still double from here. Beth also shares her disciplined crypto strategy, including a Bitcoin target of $130k and $200k, giving investors clear insights into where to focus in this fast-moving investment cycle.

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Chapters:

1:07 - Nvidia’s Latest Financial Results: What’s the Real Takeaway?

3:46 - China GPU Clampdown: Headwind or Background Noise?

6:08 - Could China Flip from Zero to Surprise Upside?

8:31 - Valuation vs Story: Is NVDA Still a Buy?

12:47 - Tactics: Add Now, Wait for Pullbacks, or Trim?

18:30 - What Could Actually Cool Nvidia Sales?

21:27 - Tech Bubble Check: Who Wins, and Who Gets Left Behind?

27:52 - Tech Moats: Is AI Spend Defensible?

30:35 - Beyond NVDA: Where Beth Sees the Next Edge

33:18 - Power Problem: Is Energy the Next Big Trade?

36:12 - ⭐️Wealthion Golden Nugget: Beth’s Crypto Trade Plan and Bitcoin Outlook

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#Wealthion #Wealth #Finance #Investing #Nvidia #AI #ArtificialIntelligence #TechStocks #StockMarket #Crypto #Bitcoin #BTC #Energy #BigTech #DataCenters #BlackwellGPUs

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