RiskReversal Pod cover image

Not Your Mum's ChatGPT | Okay, Computer.

RiskReversal Pod

CHAPTER

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.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner