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No Limit with Krzysztof & Luke: Ep. 25
In Episode 25, Luke and Krzysztof compare Nvidia (NVDA) to the days of the early internet and debate whether we are in a new bubble. Was Zoom as an investment during COVID an obvious bubble or is that just hindsight bias? How do the China-Taiwan geopolitics factor into Nvidia’s valuation?
We elaborate on the framework behind selling SentinelOne (Ticker: S) and encourage investors to reflect on their own selling criteria without short-term biases based on near-term price action.
Luke meanwhile takes us deep into the world of computer-brain interfaces and the possibilities of mind-reading! And…
The skinny
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