#49 Midyear Market Insights. Part 1: NVDA & AI

Emily and Amanda discuss some major market themes in 2024. First up: Nvidia and AI:

The returns in Nividia and other AI stocks have been astronomical this year. Emily & Amanda lay out how we, as financial advisors interpret and apply the news. They discuss:

-          Comparisons to the dot-com bubble and whether they’re warranted

-          Portfolio concentration and risk

-          Recognizing the feelings of FOMO that can lead to imprudent behaviors

 

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Additional Resources:

Nvidia’s Ascent to Most Valuable Company Has Echoes of Dot-Com Boom:

Chip maker passes Microsoft for top spot, just as John Chambers-led Cisco Systems did two decades ago. He says the situation now is different.

Some valuation metrics on NVDA