Why investors are bullish again
00:00 Speaker A
Let’s begin with Nvidia. Big run off the April low. A name a lot of people know. A name a lot of people watching right now, certainly own. What explains that move off the April low?
00:19 Speaker B
Yeah, so a lot of risks were taken down, you know, it was screaming for so long and then tariffs hit, uh, China hit, uh, potential GDP concerns, even questions about capex. And nearly all of them just completely evaporated and came off the table. So the risk is lower in the perception with investors. And for the first time, this year, this year of the potential next wave of Industrial AI, investors are starting to see the correlation, the potential upside.
01:06 Speaker A
You mentioned capex, which is an interesting…
