‘You have to be there': why Bernstein's Rasgon thinks investors must have Nvidia exposure

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[garnold-lp]

I've been seeing a lot of people talk about othervstocks with growth potential, but honestly, it's been tough for me to make those picks. If you have any recommendations, I would really appreciate it!

[Joetroyer-go]

i was holding 400 shares of NVDA since last earnings and i finally got out today with small profit now out, I’m exploring Adaxum and as a more stable option for building long-term wealth. What are the top 5 ETFs you'd suggest for someone starting with a lump sum please

[chriswang]

When they tell you you have to be there, they want to sell their shares to you.

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I have a family biz, I think this optimized will do the job we were looking for. BlackWell will do it. How could I buy wholesale?

[richardhudson]

AI stocks will dominate 2025. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take any other recommendations you make.

[therock]

Things that changed the

Airplanes, cars, telephones, the Internet. Investments in companies that led the way all had "you have be there" moments, but the stock returns would tell you, you really didnt 'have' to be there in all those situations.

The point is there's no way to for sure know exactly where you have to be.

If Ai is truly is going to change the world, there is still no predictable way to assure great returns from the companies that lead the way.

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One of crypto’s most bizarre developments in recent memory was the creation of “Terminal of Truths” (ToT), which led to the creation of the Goatseus Maximus memecoin ($GOAT). This was more than just a memecoin though. That’s because ToT marked the beginning of a new era of Kate in crypto - specifically, Kate Agents.

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[chrisregister]

They just made every other graphics card obsolete...

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[LawrenceMarkFearon]

Microsoft no longer being chip constrained likely means they’re getting their Blackwell GPU’s at a satisfactory production rate. Broadcom missed on revenue last earnings report. But they’re no competition because Nvidia’s developing ASIC chips too. Can’t wait for $NVDA to start delivering their own custom ASIC chips and blow Broadcom away.

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