Nvidia is mentioned in the context of AI investing and its impact on free cash flow and buybacks.
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Oil/Iran will not crash the market 50%, this will!
Value Investing with Sven Carlin, Ph.D.Mar 25, 2026
The creator argues that the current market is detached from fundamentals and driven by flows, such as buybacks and foreign investment. He identifies a potential risk if these flows reverse, which could lead to a significant market downturn, rather than focusing on geopolitical events like the situation in Iran.
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