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Forrest: NVDA Rally Not Driven by Fundamentals, LLM Builders Need to Change Algorithms
Manage episode 493569151 series 3645668
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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5860 episodes
Manage episode 493569151 series 3645668
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.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-...
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...
Watch on Sling - https://watch.sling.com/1/asset/19192...
Watch on Vizio - https://www.vizio.com/en/watchfreeplu...
Watch on DistroTV - https://www.distro.tv/live/schwab-net...
Follow us on X – / schwabnetwork
Follow us on Facebook – / schwabnetwork
Follow us on LinkedIn - / schwab-network
About Schwab Network - https://schwabnetwork.com/about
5860 episodes
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