Are My Investor Friends Really Dumping NVIDIA? | Podcast
Is there a bubble? If so, when will it burst?
After NVIDIA plunged nearly 10% over five trading days the week before last, the whole world was asking: Is there an AI bubble? And if so, when will it pop?
AI tech stocks like NVIDIA are a topic of intense global interest among investors. A recent ChinaVenture article, "My Investor Friends Are All Dumping NVIDIA", sparked widespread discussion. This episode aims to offer diverse perspectives to help you gather more information and viewpoints for smarter investment decisions.
Why is this discussion so important and timely? Because NVIDIA's crash last week sent market sentiment on a wild swing.
Why does this discussion matter to everyone? We're at a critical juncture in the AI technology revolution, and it's reshaping all of our futures. For US stock investors, NVIDIA's price trajectory reflects market expectations for AI's prospects, carrying enormous investment opportunities and risks. For ordinary people, AI's development is profoundly affecting the global economic landscape and job market — timely discussion helps us better prepare for what's coming.
Today's episode is well worth a listen. While guests Vakee and Wenshao don't quite clash head-to-head, they each hold their ground with solid reasoning. Vakee started building a position in NVIDIA back in 2015: "Its current valuation is very reasonable." Wenshao cleared out of NVIDIA and the Nasdaq last year: "This bubble cannot rise to the heavens." I believe their perspectives can offer people different angles and multifaceted thinking.
Listen on WeChat:
Listen on Xiaoyuzhou:
About This Episode's Guests
Vakee: Founder and CEO of RockFlow[1]; RockFlow is an AI fintech company headquartered in Singapore, backed by tens of millions of dollars from several top-tier dollar-denominated funds, dedicated to providing global young investors with one-stop, simple and engaging AI-powered investment and wealth management services.
Wenshao: Major finance influencer, host of the podcast "After Full Position"[2].
🎬 Episode Timeline
Part 1: NVIDIA's Plunge and the AI Bubble
- 03:36 What caused NVIDIA's 10% drop over five days?
- 05:56 Vakee: No AI bubble, NVIDIA's valuation is reasonable
- 08:21 Wenshao: This bubble cannot rise to the heavens
- 15:52 Generative AI could increase Douyin's commercial value by another 44%
Part 2: Signals to Dump NVIDIA
- 16:44 When will the tech giants stop hoarding chips and halt the AI arms race?
- 21:39 When will NVIDIA's monopoly end?
- 24:18 What are the signals not to sell?
Part 3: AI, Entrepreneurship, and Me
- 29:31 AI fintech company RockFlow
- 42:35 How has AI changed your life?
- 49:16 AI can beat high-frequency trading, but not value investing
Part 4: Everyone Should Learn "Options Position Management"
- 32:20 First suggestion for reducing investment risk: zero-cost "options position management"
- 38:57 Second suggestion for reducing investment risk
💡 Quote Posters
💡
Subscribe to the "Crossing" Podcast on Xiaoyuzhou
🚦 Subscribe to the "Crossing" podcast on Xiaoyuzhou[3]. We follow the industry transformations and entrepreneurial opportunities brought by the new wave of AI technology. "Crossing" was Steve Jobs' metaphor for Apple — standing at the intersection of technology and liberal arts, where great products are born. AI is transforming every industry; we seek out, interview, and gather "active participants" of the AI era, exploring and embracing new changes and new possibilities together.
👦🏻 Host Koji: Co-founder of The Fair/Tangdao, also someone actively diving into AI. Koji's Jike[4], A Self-Introduction from Koji[5]
👧🏻 Host Ronghui: Works at a tech VC, former Silicon Valley correspondent for CBNweekly. Ronghui's Jike[6]
Join the "Crossing" Membership Group
☀️ Daily AI News Digest delivered every day
👫🏻 Encouraging everyone to date/make friends/find future collaborators
🦀 Add our assistant on WeChat to join: Rwkfbcianvd, or scan the QR code below
🎄 This podcast is supported by the Sound Forest Podcast Plan.
References [1] RockFlow: http://rockflow.ai/
[2] "After Full Position": https://www.xiaoyuzhoufm.com/podcast/63be71a2c1fbef0010fb9093
[3] Subscribe to the "Crossing" podcast on Xiaoyuzhou: https://www.xiaoyuzhoufm.com/podcast/60502e253c92d4f62c2a9577
[4] Koji's Jike: https://okjk.co/0JSUes
[5] A Self-Introduction from Koji: https://www.notion.so/About-Koji-415843ab8db74235b98f8b1f67da1930?pvs=21
[6] Ronghui's Jike: https://okjk.co/0cbnYV