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26min chapter
Finding the next Mag 7 stocks, Europe rallying with Drew Dickson
The Compound and Friends
Comparing Cisco and Nvidia
Analyzing the historical performance and market cap percentage of Cisco and Nvidia within the S&P 500, with insights on market trends and relevant metrics for stock analysis. Discussion on chip demand dynamics, Nvidia's profitability compared to Cisco, and the influence of index and momentum money on stock movements. Exploring the challenges of investing, contrasting current market trends with past scenarios like the tech bubble, and debating the necessity of rate cuts in the current financial climate.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode