Artificial Intelligence has ignited a bit of a frenzy in financial markets. Nic and I turn our age into an advantage and explore, how far down the rabbit hole, if we compare AI to the Dotcom-bubble of 2000, are we? Focusing on NVDA's Q1 numbers and especially their guidance, I become a bit suspicious and surprisingly, I am not immediately being shot down by Nic. We recorded this show a day early as Nic located to his summertime villain's lair at an undisclosed location.
Have a wonderful week ahead of you.
T. & Nic
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