*This video was recorded on January 3, 2025

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0:00 - Intro

1:00 - Tech bubble?

2:30 - Tech performance

5:33 - Tech valuations

11:00 - Blue Whale selling tech stocks

18:00 - ROI on AI infrastructure

21:10 - Tech overweights

24:55 - NVIDIA

28:45 - AI czar

30:56 - Quantum computing

32:50 - Tesla

35:26 - China’s EV industry

37:43 - Consumer staples and healthcare

39:40 - Tech market crash scenario