#989 - What Can Derail the Nvidia Train? | with Eric Johnston
Real Vision: Finance & Investing
Navigating High Momentum Stocks and Market Dynamics
This chapter delves into the strategy for managing high momentum stocks, particularly focusing on Nvidia and the semiconductor sector. The speakers discuss crowded momentum factors, changing market dynamics, pressures on Apple, uncertainties in tech companies like Google, and the potential impact of higher rates on the Russell 2000 index compared to the S&P 500.
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