IT’S OVER! I Can’t Stay Quiet on Amazon vs Nvidia Stock

Описание: 💡 Join Felix LIVE on Dec 27th at https://felixfriends.org/webinar

👉 Your free trial to TradeVision https://felixfriends.org/tradevision

👤 Meet Felix Prehn:
I'm your host, Felix Prehn. My journey took me from being a novice investor to an investment banker, a corporate lawyer, and an entrepreneur. Investing was my key to early retirement at 40. My goal? To empower YOU to navigate the financial market with ease and transparency, free from the conventional financial system's noise. Let's embark on this journey to financial freedom together!

⚖️This is from my lovely lawyers:
The content in this video is for informational and educational purposes only. It does not constitute and should not be construed as financial or investment advice or an offer to purchase or sell securities. The content is not personalized or tailored to a specific person or group of persons, nor to their personal investment or financial needs. You should consult a financial adviser or other investment professional authorized to provide investment advice. Investing comes with risks, including the risk of loss. Presentations of trades made by Felix Prehn or Goat Academy Ltd or its personnel are not a guarantee that any investment decision made by a student will be successful. Past performance is not a guarantee of future performance.

Timestamps:
00:00
00:25 Real-Time News as a Competitive Advantage
02:23 The Breakdown: OpenAI in Talks with Amazon
03:31 The "Apple switching to Android" Analogy
03:55 The Million-Dollar Experiment: Beating the S&P 500
04:45 Context: Google’s TPU Deal with Meta
05:25 NVIDIA’s Moat: The CUDA Software Ecosystem
05:50 Amazon’s Three-Chip Strategy: Graviton, Inferentia, and Trainium
06:27 The Anthropic Connection: Training Claude on Trainium
07:17 OpenAI’s Financial Reality: The $5 Billion Loss Warning
08:06 Amazon’s Strategic Math: Investment vs. High-Margin Chip Sales
08:54 Dark Pool Data: Institutional Bullishness on Amazon
09:48 The Risk: A Potential Massive AI Chip Glut
10:24 Circular Dealmaking: NVIDIA, OpenAI, and Big Tech Spending
11:33 Goldman Sachs Warning: Rising Debt Among Hyperscalers
12:12 The MIT and Bain Studies: Low ROI on Generative AI
13:03 Parallels to the 1999 Dot-Com Bubble
15:02 Diversification: Reducing Dependency on NVIDIA
15:52 The Outlook: Amazon’s Validation and Alternative Gains
16:40 Diversification Beyond AI: Victoria's Secret and Gold Examples
17:19 Outro

#felixprehn #stockmarket