Decoding The NVIDIA Trade — With Michael Batnick
June 26, 2024
40 min
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Episode 306 · June 26, 2024
Decoding The NVIDIA Trade — With Michael Batnick
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Decoding The NVIDIA Trade — With Michael Batnick
Summary
Michael Batnick is managing partner at Ritholtz Wealth Management and co-host of The Compound and Friends Podcast. Batnick joins Big Technology Podcast for a conversation that asks all the questions about NVIDIA's historic run. We cover the valuation, volatility, competition, chances to keep going, and AI fatigue. We also ask whether NVIDIA could give up its gains just as fast as it built them, whether it will become an Apple-like fixture in portfolios, and how algorithmic trading might play a role in its massive growth.
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