Can the AI trade survive without Jensen?
From Wall Street Unplugged - What's Really Moving These Markets · 45:56
Show by Curzio Research
Jensen Huang resigned—what does it mean for the AI trade? And what should you do with Nvidia (NVDA)? Plus, Bank of America's AI bubble note … Why Bitcoin (BTC) is no longer scalable… OpenAI's total addressable market… And more. In this episode: Jensen Huang resigned—what does it mean for the AI trade? [0:44] Why every investor should follow Taiwan Semiconductor (TSM) [6:40] The biggest factor for Nvidia going forward isn't the CEO [7:40] What should you do with NVDA on Huang's exit? [11:51] Bank of America: Is AI entering "dot-com bubble" territory? [15:33] Bitcoin is no longer scalable [19:34] A dangerous environment for the housing market [32:12] OpenAI is capturing more total addressable market [36:34] AI is taking control of search and marketing [41:51] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li
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