
Wait But... How Do I Invest Using AI? w/ Hari Krishnan & Vasant Dhar PhD
Real Vision: Finance & Investing
00:00
NVIDIA's Dumped Off Position
The breadth of these recent rallies that we've seen being relatively narrow concentrated in some of the very large tech platforms. What are you seeing from that perspective? Well, I would just explain the mechanics, which are that many benchmarks are not fully replicated. And it's also fairly well known that if a company is 10 times as big as another company, and it receives 10 times the dollars in investment in its shares, the price will move more than the smaller company simply because price impact doesn't just scale as a function of size. It's nonlinear. That's the price.
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