The ‘Nvidia story’ may be coming close to an end, strategist says

00:00 Speaker A

Semis and you know, we think the Nvidia story is probably over. We see the amount of investment in capital equipment around the summits we saw at the end of the balloon in the early 90s, in the early 90s.

00:15 Speaker A

Again uh, and I don’t want to say, you know, Bubble probably the worst thing to say more than not different, this time different. However

00:27 Speaker A

Again, you see spending. Therefore, we think that the people who have activated AI so far have received a large part of the awards. Now we think that AI is a story of making money, and we must see that all this capital investment produces the returns we will receive YG. I guess that’s why you’ve seen some weakness, UH, the last few days in Oracle, because people are not sure that. And

00:54 Speaker A

I think our other great concern in this field is the cross -investment amount.

01:04 Speaker A

When you see it, it always feels a little disturbing, you know, you know that someone is lending, you know, to invest in someone who is one of the biggest customers, then they are trumpets as one of them as one of their big stories. So, again, you know and see with NVIDIA and Microsoft, and also with AI.