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NVDA, AI Risk, and the 21st Century Tech Bubble | Angel Research Podcast Ep. 58
Manage episode 375545783 series 3361481
Angel Research द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Angel Research या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
Jason Williams returns to the Angel Research Podcast to discuss Nvidia earnings, the state of the AI industry and "AI Risk", a potential AI bubble, and the housing shortage.
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Podcast Chapters:
00:00 Introduction
01:34 Nvidia Earnings: Is $NVDA still a buy?
04:26 The AI Stock Bubble
11:11 Emerging Tech from the AI Trend
14:40 "AI Risk" - What Industries & Jobs Are at Risk of Going Extinct?
24:32 High-Interest Rates & the Housing Shortage
28:13 Real Estate Investment Trusts - Why Jason is Buying
36:53 Final Thoughts
Disclaimer: We do not provide personal investment advice. Forward-looking statements and projections are subject to change and may be inaccurate. All investing carries risk. Be smart out there. And good luck.
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