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Tech’s Laisez-Faire Era + Nvidia Earnings Preview with Gene Munster | Okay, Computer.

RiskReversal Pod

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NVIDIA's Future: Trends and Projections

This chapter explores the expected performance of NVIDIA's Blackwell platforms, emphasizing revenue projections for 2025 and 2026 while addressing current market sentiments in the semiconductor industry. Discussions also highlight the implications of growth in technology stocks, risks for mega-cap companies, and the potential for a market correction amidst ongoing investor euphoria.

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