

The Nvidia Correction 6/25/24
Jun 25, 2024
Experts discuss Nvidia's correction impact on stocks, latest portfolio moves, Uber's ad revenue potential, Tesla's Q2 performance, Bitcoin's volatility, Novo Nordisk's expansion, mortgage rates impact on home sales, and contrarian investment picks.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Intro
00:00 • 2min
Navigating Stock Volatility and Semiconductor Industry Trends
01:40 • 17min
Leadership at L3 Harris and UTX, Investments in 3M and Devon Energy, BoA Client Flows, Federal Reserve Updates
18:48 • 6min
Exploring Piper Sandler's Call on Uber's Potential Advertising Revenue
24:41 • 3min
Analysts' Opinions on Tesla and McDonald's Performance
27:12 • 3min
Insights on B2B Selling Challenges and Boeing's Supplier Acquisition
30:41 • 2min
Novo Nordisk's Expansion Plans and Bitcoin's Volatility
32:46 • 9min
Analysis of Mortgage Rates, Market Reaction, and Contrarian Investment Picks
41:38 • 2min
Analysis of China Tech stocks and Cruise Liners performance in the stock market
43:24 • 2min
Stock Picks and Investment Recommendations
45:26 • 2min