Australian Investors Podcast Are AI stocks going to crash? Why Drew is holding FANG & 100% growth in Super
5 snips
Jan 31, 2025 The podcast dives into the intriguing world of AI stocks, questioning if certain players like DeepSeek are legitimate or mere copies. It examines the potential for an RBA rate cut and explores why some investors, like Drew, are sticking with FANG stocks. The discussion highlights the ever-evolving AI landscape and the importance of navigating complex financial tools, including bond ETFs. Listeners also learn about the significance of portfolio diversification and unique investment strategies aimed at long-term growth.
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Drew's Portfolio Performance
- Drew Meredith experienced fluctuations in his portfolio, notably a drop in NVIDIA stocks.
- Despite the losses, he remains comfortable with his long-term investment strategy.
AI Market Dynamics
- The emergence of AI technology like DeepSeek raises questions about competition and market valuation.
- Investors should be aware of the potential for rapid shifts in tech stocks based on new developments.
Market Reactions to News
- Investors react quickly to negative news, often selling stocks like NVIDIA at the slightest sign of trouble.
- This behavior is driven by historically high valuations and a desire to take profits.
