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Today's Talk Your Book is brought to you by VanEck:
See here for more information on VanEcks Semiconductor ETFs
On today’s show, we discuss:
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The US lead in technology
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Looking at NVDA vs its competition in 2024
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Why NVDA has slowed down over the last 6mo
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How the SMH is constructed
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How advisors are looking at more volatile thematic funds
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SMH vs SMHX
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Looking for the next NVDA
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The issues at Intel
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Geopolitics and semiconductors
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The Compound Media, Inc, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.
