Episode Details
| Title | Gavin Baker - AI, Semiconductors, and the Robotic Frontier - [Invest Like the Best, EP.385] |
|---|---|
| Date | 8/27/2024 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $NVDA - Discussing the long-term investment potential and excitement surrounding NVIDIA.
- “I started covering NVIDIA in January of the year 2000. I would say watching the early days of NVIDIA as a public company, Tesla as a public company, and being a substantial investor of both have been by far the greatest privileges of my career and the most exciting thing I've ever done as an investor.” - Gavin (0:00)
- 🟢 $TSLA - 🔒
- 🟢 $AMD - 🔒
- 🟢 $META - 🔒
- 🟢 $GOOGL - 🔒