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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 since Krzysztof can’t go two weeks without commenting on the Eos Energy saga (EOSE) we discuss whether CEOs of public companies engaging with retail investors on X is a wise strategy or whether that’s just something Elon Musk can do without consequence — have we really have entered a new era in investing where access to the a company’s top management is just a click away and ought to be taken advantage of by retail investors? The knife cuts both ways.
And in the Trivia game, Luke attempts to find out just how well Krzysztof knows his market caps. Enjoy this beginner friendly look into the wild adventures of investing in the stock market where there are no limits.
