Intro

Wealthion welcomes Beth Kindig, CEO and Lead Tech Analyst at the I/O Fund, for a deep dive into Nvidia, AI, tech, and crypto investing. She joins Maggie Lake to explain why Nvidia is no longer just a chipmaker, but the backbone of the AI revolution, with its new Blackwell GPUs powering explosive data center growth and a potential $500 billion business by 2028, meaning the stock could still double from here. Beth also shares her disciplined crypto strategy, including a Bitcoin target of $130k and $200k, giving investors clear insights into where to focus in this fast-moving investment cycle.

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Chapters:

1:07 - Nvidia’s Latest Financial Results: What’s the Real Takeaway?

3:46 - China GPU Clampdown: Headwind or Background Noise?

6:08 - Could China Flip from Zero to Surprise Upside?

8:31 - Valuation vs Story: Is NVDA Still a Buy?

12:47 - Tactics: Add Now, Wait for Pullbacks, or Trim?

18:30 - What Could Actually Cool Nvidia Sales?

21:27 - Tech Bubble Check: Who Wins, and Who Gets Left Behind?

27:52 - Tech Moats: Is AI Spend Defensible?

30:35 - Beyond NVDA: Where Beth Sees the Next Edge

33:18 - Power Problem: Is Energy the Next Big Trade?

36:12 - ⭐️Wealthion Golden Nugget: Beth’s Crypto Trade Plan and Bitcoin Outlook

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#Wealthion #Wealth #Finance #Investing #Nvidia #AI #ArtificialIntelligence #TechStocks #StockMarket #Crypto #Bitcoin #BTC #Energy #BigTech #DataCenters #BlackwellGPUs

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

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