Stay Bullish on America With Nick Colas, Everyone’s Building AI Chips, Ringing the Bell

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 18 December 2024

⏱️ 100 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this TCAF Tuesday, Josh Brown is joined by Nick Colas, co-founder of DataTrek Research, to discuss today's market vs the dot com bubble, U.S. Stocks compared to the rest of the world, top performing S&P financials, ROE machines, and more! Then, at 42:59, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! This episode is sponsored by Rocket Money! Cancel your unwanted subscriptions today by visiting: http://rocketmoney.com/compound Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Ladies and gentlemen, welcome to the compound and friends.
0:03.3	Tonight show is brought to you by our friends at Rocket Money.
0:07.7	Go to rocketmoney.com slash compound to learn more.
0:11.7	I want to talk to you about what's happening on the show tonight because we have just packed this thing to the gills.
0:18.3	I mean, there is just so much.
0:19.8	I know I say this a lot.
0:22.6	There is so much here.
0:30.7	It's crazy how much we covered. First, first things first, it's Nicolas and I. Jessica was a little bit under the weather. But we did, what did we learn? And Nick had some amazing info. We covered everything from U.S. versus international.
0:40.9	A lot of the data that they put out is just, I got to tell you, I get everybody's stuff.
0:45.5	I get everybody's research. The data track stuff just hits different. And so I had a really
0:50.6	great session with Nick Colis, and we covered a lot of ground. And then it's an all new edition of, what are your thoughts with Michael Batnik and I?
0:57.6	We took a look at the fact that every one of Nvidia's customers, enterprise customers,
1:04.5	is working on their own AI chips, like all of them.
1:10.4	And many of them are working with Broadcom. And I guess the point of what we're
1:15.9	trying to say is that the Nvidia story gets a little bit more complicated going into 2025.
1:22.1	It's not that anyone is like seriously competing with them on the GPU front. It's that the hyperscalers are finding lots of ways to use different types of chips
1:32.0	to get around the GPU shortage.
1:35.6	And all of a sudden, there are many legitimate ways to invest in the AI theme,
1:42.1	Broadcom being an obvious example where the stock has already worked really
1:45.5	well this year. But we just kind of take like this trip through Chipland. And I think there's a lot
1:52.9	of really great stuff in there. Some signs at the top. We had to. The universe is not going to let
1:58.2	us ignore these things forever. So we get into some of that.
	...

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