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On today’s show, we discuss:
- The US lead in technology
- Looking at NVDA vs its competition in 2024
- Why NVDA has slowed down over the last 6mo
- How the SMH is constructed
- How advisors are looking at more volatile thematic funds
- SMH vs SMHX
- Looking for the next NVDA
- The issues at Intel
- Geopolitics and semiconductors
Listen here
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