Nvidia is selling autonomous technology to companies like Tesla, indicating Tesla's involvement in the autonomous driving space.
Source Post
Investing Strategy As Stocks Crash | Stocks To Buy $578k Portfolio For Passive Income
The creator discusses investment opportunities during a market downturn, focusing on the potential of AI and specific companies like Meta and Nvidia. They express a desire for deeper market corrections to deploy more capital, highlighting the long-term disruptive potential of AI and its impact on various industries and job markets. The creator also mentions holding ETFs like VDY and XIC for broader exposure.
Linked Mentions
Tickers discussed in this post
Nvidia is a key player in AI infrastructure, providing full-stack solutions including simulation for autonomous technology, and is gaining market share.
Meta's valuations are considered insanely cheap due to high AI capex, with potential for significant bottom-line improvement if spending is reduced.
The creator wants to continue cost averaging into Take-Two Interactive, seeing it as an exception for buying despite general hesitation on current tech valuations.
The creator holds VDY for broad exposure to recession-proof companies and uses its dividends for cost averaging.