Dumb Money Live THE NVIDIA TRADE NOBODY IS TALKING ABOUT
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Jan 23, 2025 Dive into NVIDIA's remarkable rise as a tech titan and its market impact, alongside a look at the unpredictable chip market. Discover insights on Tesla's evolving robotics strategy and a humorous take on investing. The talk extends to Apple's cautious foray into humanoid robotics and personal reflections on investing in consumer tech. Additionally, enjoy a thrilling recap of an unforgettable luxury safari adventure in Cape Town, blending travel tales with market analysis.
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Corsair Gaming Opportunity
- Corsair Gaming (CRSR) stock, down 30% last year, may rebound due to NVIDIA's new chips.
- Pent-up demand and a potential PC gaming supercycle are key drivers.
Corsair's Pandemic Hangover
- During the pandemic, Corsair experienced exceptionally high demand for PC components and peripherals.
- This surge created a "pandemic hangover" as sales declined post-pandemic.
NVIDIA Chip Impact
- NVIDIA's new chips offer significantly improved performance (up to 3x) or cost savings.
- This could drive a PC refresh cycle, benefiting Corsair, despite the typical 2-5 year cycle.