Are my investor friends really all liquidating their NVIDIA positions?

NVIDIA plunged nearly 10% over five trading days last week. When will its stock price finally peak? Is there an AI bubble? And if so, when will it burst? — Questions about NVIDIA and other AI tech stocks have captured the attention of investors worldwide. ChinaVenture recently published a widely shared article, My Investor Friends Are All Selling Out of NVIDIA. In this podcast episode, we offer diverse perspectives to help you gather more information and viewpoints, so you can make investment decisions with confidence.

Why is this discussion so important and timely? Because NVIDIA's crash last week sent market sentiment on a wild roller coaster.

Why does this discussion matter to everyone? We're at a critical juncture in the AI technology revolution, which is reshaping all of our futures. For U.S. stock investors, NVIDIA's price trajectory represents market expectations for AI's prospects, carrying enormous investment opportunities and risks. For ordinary people, AI development is profoundly affecting the global economic landscape and job market. Having this discussion now helps us better prepare for the changes ahead.

Today's episode is well worth your time. While guests Vakee and Wenshao don't exactly clash head-to-head, they each hold their ground with reasoned arguments. Vakee started building a position in NVIDIA back in 2015: "Its current valuation is very reasonable." Wenshao sold 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.

💡 Guest Introductions:

Vakee: Founder/CEO of RockFlow, an AI fintech company headquartered in Singapore that has received tens of millions of dollars in investment from several top-tier dollar 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 Full Position.

🎬 Timeline:

Part 1 NVIDIA's Plunge and the AI Bubble

03:36 What caused NVIDIA's 10% drop over five days?

05:56 Vakee: There's 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 Sell Out of NVIDIA

16:44 When will the tech giants stop scrambling for 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 it can't defeat value investing

Part 4 Everyone Should Learn About "Options Position Management"

32:20 First recommendation for reducing investment risk: zero-cost "options position management"

38:57 Second recommendation for reducing investment risk

🚦 Welcome to subscribe to Crossroads, where we follow the industry transformations and new entrepreneurial opportunities brought by the new wave of AI technology. Crossroads is Steve Jobs' metaphor for Apple — describing it as standing at the intersection of technology and liberal arts, where great products are born. AI is bringing change to every industry. We seek out, interview, and bring together "active actors" of the AI era, and together with them, explore and embrace new changes, new possibilities.

👦🏻 Host Koji: Co-founder of The Fair and Tangdao, also someone actively diving into AI. Koji's Jike profile, a self-introduction by Koji

👧🏻 Host Ronghui: Works at a tech VC, former Silicon Valley correspondent for Yicai Weekly. Ronghui's Jike profile

Welcome to join the Crossroads membership community:

☀️ Daily AI Fresh News Brief

👫🏻 Encouraging everyone to date/make friends/find future kindred spirits

🦀 Add the assistant on WeChat to join: Rwkfbcianvd, or scan the QR code to join:

——

💡 Quote Cards

💡

🎄 This podcast is supported by The Fair's Sound Forest Podcast Initiative.