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What’s Price Got To Do With It? A Conversation With Cameron Dawson

RiskReversal Pod

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Nvidia's 4% Rise in the US Stock Market

The stock was trading at 25 times sales, the stocks just gained $200 billion in market cap. The enthusiasm coming out of their call specifically, it's things that I quite frankly haven't heard from any of these companies. These are expensive chips. They're expensive buildouts. There's no guarantee that this transforms Microsoft and Google's earnings picture anytime soon. But what I would tell retail is there's a lot of other stocks which have a risk word profile, which are very different.

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