54 min
Could Pelosi's Taiwan trip send shockwaves through tech? Tech stock earnings, infrastructure for AI, and an $NVDA bull thesis w/ Josh Goltry Currently by Prometheus
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- Investing
Josh Goltry is the Founder and Chief Investment Officer at JAG Capital.
Josh takes about the importance of listening to earnings calls of companies you don't own and how Nancy Pelosi's purported trip to Taiwan could have massive and sudden implications for the tech sector. He describes his position on Nvidia, which he calls the best-placed company in the world for the years ahead, and explains how his Telsa pitch in 2019 meant he didn't get a gig at Steve Cohen's Point72.
Josh Goltry is the Founder and Chief Investment Officer at JAG Capital.
Josh takes about the importance of listening to earnings calls of companies you don't own and how Nancy Pelosi's purported trip to Taiwan could have massive and sudden implications for the tech sector. He describes his position on Nvidia, which he calls the best-placed company in the world for the years ahead, and explains how his Telsa pitch in 2019 meant he didn't get a gig at Steve Cohen's Point72.
54 min