The David Lin Report
Why Big Tech Is Bleeding: Fund Manager Reveals Best Stocks During ‘Bubble’ | Stephen Yiu
Apr 30, 2025
Stephen Yiu, CIO of Blue Whale Growth Fund, shares his insights on the tech sector's valuation reset during economic uncertainty. He argues that Nvidia is still undervalued and stresses its role in the AI arms race against big tech. The conversation dives into defensive investment strategies, highlighting lower-risk stocks in the current climate. Yiu also examines challenges facing giants like Tesla amid rising competition and discusses the significance of consumer behavior and pricing power for future growth.
51:04
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Quick takeaways
- Nvidia's GPUs are positioned as essential assets in the AI arms race, impacting global power dynamics and technology access.
- The tech sector is undergoing a valuation reset, prompting investors to adopt defensive strategies away from struggling tech giants.
Deep dives
Nvidia's Strategic Importance in AI
Nvidia's GPUs are viewed as mission-critical in the ongoing AI race among global powers, particularly between the US and China. The discussion highlights the potential for Nvidia's technology to be weaponized, akin to strategic resources like oil. This positions Nvidia not only as a market leader but also as a pivotal player in geopolitical dynamics concerning technology access. The implication is that countries allied with the US may garner preference in securing Nvidia technologies, influencing global power balances.
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