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Talk Your Book: Looking for the Next NVDA
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Nick Frasse, Product Manager at VanEck, and Angus Shillington, Deputy Portfolio Manager at VanEck to discuss NVDA vs everyone else, how the SMH is constructed, why other semiconductor companies are catching up, the issues at Intel, geopolitics and the semiconductor industry, and much more!
Find complete show notes on our blogs...
Ben Carlson’s A Wealth of Common Sense
Michael Batnick’s The Irrelevant Investor
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The skinny
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