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064: Examining Nvidia’s Impact on AI and the Technological Revolution with Raphael Hanna
Manage episode 441794244 series 3001511
Inhoud geleverd door Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
This new age of AI is undoubtedly one of the most significant advancements in technology that we’ve seen since the dot-com boom in the 1990s. Whether we like it or not, it’s already here and growing in popularity. In today’s episode, we’ll examine the impact that Nvidia is having on the AI revolution and things to consider when adding tech stocks to your portfolio.
Joining Matthew Peck for this conversation is SHP Financial’s Raphael Hanna. Together, they share valuable insights to help you better understand why Nvidia is at the forefront of the latest boom in technology.
You'll learn how Nvidia pivoted from gaming and graphics to become the leading supplier of AI hardware and software, the importance of portfolio diversification and the risk of overexposure when purchasing a tech stock like Nvidia, and what makes the boom in artificial intelligence technology different from the dot-com bubble.
In this podcast interview, you’ll learn:
- How Nvidia’s market capitalization has grown from $350B to 3 trillion dollars in the past 18 months.
- How Microsoft is directly responsible for 19% of Nvidia’s annual revenue.
- The amount of exposure (and risk) that investors holding growth or index funds already have in Nvidia.
- Why Nvidia’s revenue is declining in China, but growing exponentially in the U.S.
- What makes the boom in AI different from the dot-com bubble and likelihood of the AI bubble bursting.
- Reasons for tempering expectations for the long-term with companies that report huge short-term gains.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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