5: Launch 05: The Nvidia Bubble
14 February 2024
Nvidia is becoming one of the most valuable companies in the world, so what's going on? We'll get into that, plus the stories setting the week's tone, and some great value 4 value music.
Hosts
Episode Links
- Liftoff - Launch 5
- NVIDIA’s incredible run and market cap surpasses Amazon’s
- Reasons for continued bullishness on NVIDIA and price targets
- Altman’s mind-boggling $7 trillion chip ambitions
- National security concerns and the importance of semiconductors
- Silicon Valley’s Ambitious and Mind-Boggling Funding Goal
- CPI Report: Hotter Than Expected
- Scarcity and rising prices due to housing inventory reduction
- The Fragile Balance of Inflation and External Factors
- Concerns about inflation and Bitcoin as a hedge.
- Limited tradable supply, ETFs absorb significant portion of Bitcoin.
- Pomp’s Smiling Confidence in Bitcoin’s Unmatched Reputation
- Bitcoin’s Potential as a Currency and Store of Value
- Jon Stewart’s Return to The Daily Show
MUSIC