About this episode
How investors should think about Trump approving Nvidia's H200 GPUs to China according to Tech Contrarians (0:30). Broadcom earnings (9:10). Apple and the memory supercycle (14:40). Amazon, Google, OpenAI, and momentum around AI names (19:00). Show Notes: Nvidia, AMD, Intel rise as Trump approves sale of H200 chips to China, asks for 25% cut Don't Fear AI Bubble, There Will Be Winners AI Spending Surge, Contrarian Take On Tech Stocks Episode Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions