Launch 05: The Nvidia Bubble


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Feb 13 2024 44 mins   8

Nvidia is becoming one of the most valuable companies in the world, so what's going on? We'll get into that, plus the stories setting the week's tone, and some great value 4 value music.


(00:00:14) Liftoff - Launch 5

(00:00:30) Shadow Man

(00:03:27) NVIDIA's incredible run and market cap surpasses Amazon's

(00:05:12) Reasons for continued bullishness on NVIDIA and price targets

(00:08:17) Altman's mind-boggling $7 trillion chip ambitions

(00:12:08) National security concerns and the importance of semiconductors

(00:17:11) Silicon Valley's Ambitious and Mind-Boggling Funding Goal

(00:19:40) Saturday Morning

(00:23:04) CPI Report: Hotter Than Expected

(00:25:04) Scarcity and rising prices due to housing inventory reduction

(00:26:58) The Fragile Balance of Inflation and External Factors

(00:27:40) Concerns about inflation and Bitcoin as a hedge.

(00:30:04) Limited tradable supply, ETFs absorb significant portion of Bitcoin.

(00:30:26) Pomp's Smiling Confidence in Bitcoin's Unmatched Reputation

(00:32:22) Bitcoin's Potential as a Currency and Store of Value

(00:33:51) Call Me Medley

(00:35:44) Jon Stewart's Return to The Daily Show

(00:40:05) Blood Perfume