Susan Smith

Susan Smith, a Portfolio Manager at Exchange Capital Resources, shares insights on NVIDIA's explosive $57 billion revenue, sparking debates about whether the AI boom is sustainable or a bubble. She discusses investor reactions and how NVIDIA's performance impacts global markets. The conversation also touches on the ethical implications of NVIDIA's chip deals with nations like Saudi Arabia and the rise of T20 cricket as revenue drivers. Smith provides a clear perspective on the Fed's mixed signals and the potential effects on investor confidence.