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Inside Out: NVDA Conference Reaction & Opportunities in MU

Inside Out: NVDA Conference Reaction & Opportunities in MU

Schwab Network · Schwab Network

March 19, 202510m 16s

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Show Notes

Fresh off Nvidia’s (NVDA) conference, Angelo Zino looks at microchip stocks, highlighting Micron (MU) especially. He discusses the bear thesis for tech stocks as the market questions demand sustainability and gives his takeaways from Nvidia’s GTC event. George Tsilis brings example options trades in NVDA and MU.


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