Tech Earnings
Episode publishedPodcast: Lumida Wealth : Non-Consensus...Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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Alright. FSD 81. How is everyone doing? So tech earnings this week, it's more important to see how markets react. I think tech valuations are still attractive. We've closed the gap maybe halfway despite a torrid relentless rally. Went from clawed AI apocalypse to the world needs more compute. I believe the cloud businesses will do really well. I think they're gonna show double digit revenue growth across the board. The more important question is, how does the market react to their CapEx spend? I think it'll be fine. NVIDIA is up 4% again to all time highs. I talked about this name last week. I
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