Is Nvidia a monopoly?

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Commodities, Investments, Economics, Trading, News, Stocks, Oil, Uranium, Business News, Crypto, Investing, Crisis, Business, Gold, Industry, Debt, Macroeconomics, Talk, Research, Personal, Geopolitics, Curzio, Finance, Tokens

4.6 • 1.1K Ratings

🗓️ 4 September 2024

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this episode: When it pays to be a contrarian [1:26] Why the manufacturing slowdown is actually a positive [5:11] A rant about retail "shrink" [8:08] Is NVDA a monopoly? [10:23] Proof AI is not in a bubble [14:17] NVDA is a better buy than MSFT or AAPL [19:40] This Friday’s job data is critical for the Fed [20:17] An alternative to stocks for nervous investors [27:06] Some opportunities to look at as stocks fall [33:49] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Transcript

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0:00.0	Wall Street Unplugged looks beyond the regular headlines heard on mainstream financial media to bring you
0:07.4	unscripted interviews and breaking commentary direct from Wall Street right to you on Main Street.
0:16.0	How's it going on down September 4th?
0:18.0	Hello, Freight Currician, I'm watching for the books.
0:21.0	I'm being the headlines? And...
0:27.0	Tell you what's really moving these markets.
0:30.0	This one's that Daniel Crease join me today, but unfortunately we had a bad storm that knocked
0:37.6	out electricity like three, four times in a row in a 20 minutes span yesterday which knocked out some of the cameras and by the way for any of you that actually do any taping
0:50.0	and Daniel I were talking about this to do any kind of taping, music or whatever.
0:55.0	It's, when you have sound systems, we kind of control the studio here.
0:58.0	So, when you have sound systems or a studio and everything, every single time,
1:02.0	no matter how it's set up absolutely perfectly,
1:04.6	doesn't matter, you're always going to fucking run at the problems.
1:07.7	I mean, always, always, no matter what.
1:09.7	I'm telling you, it's crazy, it's painious. Musicians know what I'm talking about.
1:14.0	People who do camera work know what I'm talking about.
1:16.0	But it's crazy.
1:18.0	Anyway, Daniel said this one, I hope we back tomorrow.
1:21.0	We'll show up a premium podcast. Let's talk about the markets.
1:26.8	Markets fell sharply. Everybody worried. Even Tom Lee is bearish for a couple weeks.
1:35.0	Supposed to a downturn in September, maybe five weeks, six weeks,
1:38.5	is going to be a great buying opportunity,
	...

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