TechCheck Tech Bubble Redux? 1/22/24
Jan 22, 2024
Podcast explores potential tech rally and compares it to the dot com bubble of the 90s, discussing the implications of federal rate cuts on the stock market and investment choices. Focuses on the valuation of Nvidia and software stocks, considering their performance and competition. Also mentions Northland Capital's bearish argument on Nvidia's China proposition and lowers price target for AMD.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Implications of Fed Rate Cuts on Stock Market and Investment Choices
02:57 • 2min
Comparing Current Stock Market Conditions to Late Nineties Tech Bubble
04:38 • 2min
Evaluating the Valuation of Nvidia and Software Stocks
06:53 • 4min
Northland Capital Cuts AMD Price Target, Nvidia's China Proposition, Tech Stock Performance, and T-Mobile's Highway Coverage
11:19 • 3min