Has The NASDAQ Topped? Is NVIDIA Still A Buy? Analyst Anwers | John Belton

John Belton, Portfolio Manager at Gabelli Funds, discusses tech stocks in the U.S. vs. tech stocks in China.*This video was recorded on February 10, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW JOHN BELTON:Gabelli Funds: https://www.gabelli.com/ FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / davidlin_tv For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:20 - Is the NASDAQ topping? 3:53 - DeepSeek vs. U.S. tech stocks 8:03 - Is NVIDIA still a buy? 9:50 - Chinese AI vs. U.S. AI 12:20 - Q1 tech earnings 16:00 - Trump’s “Stargate” 20:50 - Microsoft 23:56 - Google and Gemini 28:00 - Asset allocation 32:40 - Tesla #stocks #technology #ai