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E18: Nvidia's Gamble, Cybersecurity Shields, & Your 50-Day Portfolio Power-Up
Manage episode 431488413 series 3589623
Krzysztof and Luke에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Krzysztof and Luke 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Is AI a sustainable investing trend? Should AI ethics matter for investors? The newly crowned Best Picture, Oppenheimer, alerts us about how humanity's obsession with science made blowing up the world a non-zero reality. Nvidia $NVDA is a company enabling the next great revolution in technology, but is it too much too quickly? We discuss whether it has gotten too far ahead of itself in terms of capacities, ethics, and market cap, and why Krzysztof sold his position.
What’s an essential process to improve your investing gains? Luke discusses his 50-day portfolio review, why he started it, what it entails, and what he's learned so far. Professional investors know what they're doing and why and continually reflect on the process itself. Luke shares his model -- find his updates @wallstreetwildlife on Instagram.
What's one of the most robust investing mega-trends of the past decade, with no signs of slowing down? Luke discusses the new SEC law that forces companies to report cybersecurity data breaches within four days, and how ruthless cyber terrorists are more than happy to help the SEC police the new law. $CRWD, $PANW and $S are all companies that are benefitting. Identifying and understanding this kind of megatrend can lead to outstanding investing gains over many years.
Books discussed: The MANIAC by Benjamin Labatut about the birth of the modern computer, the atomic bomb, and AlphaGo, the AI program that defeated the world's best Go player eight years ago today, and the limitations of current LLM models.
#AI #Cybersecurity
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