The Joseph Carlson Show
The NVIDIA Bubble Is About To Pop
Jul 8, 2024
The podcast discusses the potential glut in demand for NVIDIA products, insider selling in the company, the current market melt-up, Boeing pleading guilty, and a Paramount merger announcement.
27:02
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Quick takeaways
- NVIDIA's exceptional market presence raises value investor concerns about sustainability.
- Boeing's lenient penalties in the 737 MAX case question accountability and justice in aviation industry.
Deep dives
NVIDIA's Impact on S&P 500 Gains
NVIDIA stands out among leading companies with a remarkable 160% year-to-date increase, significantly contributing to around one-third of the S&P 500 gains. Its immense influence prompts a value investor perspective due to its exceptional presence and momentum in the market.
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