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I’d Love To Change The World and a Conversation with Michael Kantrowitz of Piper Sandler

RiskReversal Pod

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NVIDIA Is Not Making New Highs Relative to the S&P 500

The semiconductor index is not making new highs relative to the S&P 500. A third of the SMH are two stocks that are very exposed to China right now. NVIDIA has already seen a billion dollars worth of orders from ByteDance alone which is the owner of TikTok, okay? That billion dollars this year is more than all of the Chinese demand that NVIDIA saw for last year.

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