Andersen: Starting to See ‘Initial Cracks’ for NVDA, Market has ‘Fantasy’ of AI Capabilities
Schwab Network · Schwab Network
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Show Notes
Peter Andersen has been holding Nvidia (NVDA) for over a decade and traces its journey from a gaming company to the leading AI chip company. He sold out of his position this summer in anticipation of a pullback. Peter thinks the underlying “fantasy” of AI, replacing the human mind, is “so wrong, so far-fetched.” He also thinks that data center demand might be over-hyped.
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