Stephen Yiu, CIO of Blue Whale Growth Fund, discusses the tech sector's valuation reset amid global uncertainty, why Nvidia remains undervalued despite market selloffs, and how the AI arms race represents an existential challenge for big tech companies.Take a look at Stephen Yiu's previous appearance on "The David Lin Report":    • Dot-Com Bubble 2.0 Incoming? Why Tech...  *This video was recorded on April 24, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: B25:https://tickets.b.tc/event/bitcoin-20...BitcoinAsia: https://tickets.b.tc/event/bitcoin-as...Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMF...Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...FOLLOW STEPHEN YIU: Blue Whale Growth Fund: https://bluewhale.co.uk/ X (@stephenyiu): https://x.com/stephenyiuFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV):   / davidlin_tv  Instagram (@davidlin_TV):   / davidlin_tv  For business inquiries, reach me at [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 – Intro1:18 – Tech Landscape2:40 – Defensive Allocation4:09 – Company Size6:46 – Tech Bubble 2.0?10:11 – Tariff Resiliency13:04 – China+1 strategy16:23 – U.S. Tech Manufacturing17:39 – Pricing Power20:57 – Mag721:57 – Tesla and EV Market24:25 – China26:50 – AI and Nvidia35:38 – META37:59 – META Pivot40:50 – Microsoft45:02 – AI Arms Race#technology #stocks #investing