Gareth Soloway on Forecasting NVIDIA’s Market Position, Risk Management, and the Future of Investment Strategies
Lead-Lag Live - A podcast by Michael A. Gayed, CFA
What does the future hold for NVIDIA, and could its impact rival that of Tesla or Cisco? Join us in this episode as we sit down with veteran trader Gareth Soloway to dissect the market forces at play. We delve into the psychology of market behavior, the saturation of the AI chip industry, and the looming competition that could shift the landscape. Gareth offers his seasoned perspective on China's potential role in this market and whether NVIDIA's dominance is sustainable.Shifting gears, we an...