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3min chapter
Shorting Palantir: valuation matters
Investing Experts
Market Volatility and Investment Perspectives in Tech
This chapter explores the parallels between current market conditions and the pre-crash atmosphere of 2021, particularly emphasizing the fluctuations in tech stocks. The discussion highlights the impact of competition, specifically from the Chinese firm DeepSeek, on the long-term investment strategies for leading companies like NVIDIA.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode