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E15: Bubble Trouble - Are Semiconductors Set to Burst?
Manage episode 431488416 series 3589623
A tartalmat a Krzysztof and Luke biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Krzysztof and Luke vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Do you smell a bubble brewing?
Join Badger and Monkey in a lively market breakdown where we crack open the wild world of market bubbles. We'll teach you how to spot these dangerous inflations and protect your portfolio from a devastating pop. Are we in a semiconductor bubble? Is Nvidia riding toward a burst? Will Super Micro Computer share Cisco's fate? These are the burning questions we'll be tackling!
We also talk about the difference between GPUs and tulip mania, while turning a discerning eye toward upcoming Nvidia $NVDA earnings, and make some bold predictions about where the price will be on the day after, 2/22. Hint: one of us is wilder and more aggressive in his price target than the other. Can you guess who’s who? Much whiskey depends on this bet!
And what does Wall Street Wildlife make of Super Micro Computer’s $SMCI parabolic rise and 20% one-day-drop? Monkey says this is what a bubble looks like and wonders if the company is analogous to Cisco in the ‘00s during the internet market crash.
We examine The King of the Jungle Competition for insights into the strengths and weaknesses of Badger and Monkey’s approaches. Badger looks calm and steady and richer than Monkey; so is Monkey wrong in his approach? Or is the divergence more a function of market cycles?
And why does Monkey all of a sudden own three Bitcoin miners? $CIFR, $BITF, and $CLSK? Perhaps because he likes making 100%+ gains? But there’s a more fundamental reason for his bullish view on Bitcoin $BTC, and it has to do with the world’s most valuable asset, gold.
All this, plus a barrel of laughs from two investing pros, helping you get richer one jungle branch and episode at a time.
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