Is 10% In NVIDIA Crazy?
25:01–25:31 · 30s
Josh presses whether a 10% NVIDIA position is irrational; Kai cools the hype by stressing cyclicality and rising competition from Cerebras and hyperscalers themselves.
25:01–25:31 · 30s
Josh presses whether a 10% NVIDIA position is irrational; Kai cools the hype by stressing cyclicality and rising competition from Cerebras and hyperscalers themselves.
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