00:00 Speaker A
Where’s the appetite to jump in here and buy Nvidia off the off of ties?
00:07 Speaker B
Okay, so within the last week, Nvidia, both Exxon and Chevron combined. Exxon and Chevron were only 29% of Nvidia’s market cap. Uh, the entire copper industry, copper like your free ports and all these just look at the CLPX ETF. If you add up the value of all those companies, it’s a fraction of Nvidia. But if you really, really, really listen to Jensen and the Nvidia gods, um the only way they get to their gross trajectory that’s needed to justify that close to a 3 trillion dollar valuation, the only way you get there is with a lot more copper. So, if you look at the copper names or the oil names, they’re down 30, sometimes 25, 30% off the highs and the future looks great for them because the valuation setup is so skewed just in videos up here in the entire copper industries here. Nvidia’s here, the entire uranium industry for all the nuclear power they’re going to need to find to finance not to finance to power all this all these new AI data centers, right? So it’s so skewed. So you can make a lot of money by investing in the power infrastructure plays. Uh, your SMRs or there’s a lot of ETFs that that are in the space. URM, right? Where you’re investing in a basket of companies that are going to power AI for the next 30 years.
DJ Kamal Mustafa
I’m DJ Kamal Mustafa, the founder and Editor-in-Chief of EMEA Tribune, a digital news platform that focuses on critical stories from Europe, the Middle East, Africa, and Pakistan. With a deep passion for investigative journalism, I’ve built a reputation for delivering exclusive, thought-provoking reports that highlight the region’s most pressing issues.
I’ve been a journalist for over 10 years, and I’m currently associated with EMEA Tribune, ARY News, Daily Times, Samaa TV, Minute Mirror, and many other media outlets. Throughout my career, I’ve remained committed to uncovering the truth and providing valuable insights that inform and engage the public.
