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17min chapter
Not Your Mum's ChatGPT | Okay, Computer.
RiskReversal Pod
Tech Giants and Market Concerns
The chapter covers the extraordinary earnings growth of a key company driving the S&P earnings growth, raising market apprehensions. It explores indirect ways to invest in companies like anthropic and open AI through Nvidia, along with discussions on Dell's return as a publicly traded company and its performance. The conversation also delves into AI strategies of Apple, Nvidia's expansion beyond GPUs, and concerns over a popular tech stock’s vulnerability in the semiconductor market.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode