Feinseth: "No One" Going to Catch NVDA, OKLO Rising Star in A.I.
Schwab Network · Schwab Network
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Show Notes
Ivan Feinseth maintains his stance that the pullback investors have seen is a buying opportunity. He expects Nvidia (NVDA) to hold A.I. leadership and anticipates tech to lead a market rebound. Other names tied to the A.I. trade Ivan is watching includes Oklo Inc. (OKLO), Landbridge (LB), and Texas Pacific Land (TPL). On interest rates, he says Jerome Powell and company "raise too late, and cut too late."
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