Forrest: NVDA Rally Not Driven by Fundamentals, LLM Builders Need to Change Algorithms
Schwab Network · Schwab Network
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Show Notes
Nvidia (NVDA) hit $4 trillion in market cap, the first company to ever do so. Kim Forrest says the drive higher was not for fundamental reasons and made the stock "richly valued." She still believes it will remain the leader "for the foreseeable future." Kim also notes how LLM codes are becoming archaic in some ways, arguing builders need to update them sooner rather than later.
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