Episode 529

00:00 Introduction

00:48 Chinese Technology Threat

04:47 Lower Tech cost means more use cases: Technology lowers incremental cost

07:00 Technology is becoming a Utility

11:20 Is this a Tech Bear Market?

17:57 DotCom Bubble 2.0?

21:14 Nvidia has better valuation than Costco & Walmart and most of &P 500

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