Nicole Lapin
👤 SpeakerAppearances Over Time
Podcast Appearances
And now you've moved a little bit away from that based on research that you've done.
Well, we talked a lot about Iran today, for sure.
Are there other sectors or areas that you are bullish in, you know,
XLE, as you said, an ETF that tracks energy, has beaten the S&P 500, so has SMH, semiconductors.
What areas are you excited about right now?
The circular spending in AI is so real.
So basically that's, you know, one company like a Microsoft to buying something from Nvidia and then Nvidia, then buying something from Microsoft.
Where is that revenue actually going?
It's just back to each other.
Absolutely.
You don't?
I think it's yes and.
Okay.
There is and there isn't a bubble.
There are bubble-like behaviors in a very real technology.
So I don't think it mirrors the dot-com bubble completely.
Goldman Sachs came out and said that we're more in 1997 than 1999.
And so there's more room to grow over the next couple of years.
They all need compute.
Yeah.