What Meet Kevin said in this video:
- NVDAneutrallong-termLosing a founder-CEO is unfortunate but NVIDIA, a 42,000-person company, will probably go on just fine, analogous to Apple after Steve Jobs.Source
- AAPLneutrallong-termThe host cites Apple's 2,800% return since Steve Jobs' death to show great companies thrive after losing visionary founders.Source
- NVDAbullishmid-termThe host sees NVIDIA's drop on Jensen Huang's removal as a dip-buying opportunity; the stock is still inexpensive and the company will go on fine, as Apple did after Jobs.Source
- TSLAbullishmid-termThe host thinks Tesla should also be up, since it would likely get a premium valuation relative to SpaceX in a potential SpaceX buyout of Tesla.Source
- SPCXbullishshort-termSpaceX stock is doing well on the news; the host sees upside if Musk hires Jensen Huang or pursues the Terafab chipmaking idea.Source
- Geopoliticsneutralmid-termTrump saying he doesn't need an Iran deal suggests no motivation to negotiate before the election, letting the blockade drag on indefinitely.Source
- Market Breadthpositive for stocksmid-termBeyond NVIDIA, the host sees the broader tech sector as yet another buy-the-dip opportunity amid repeated negative headlines.Source
- Bonds & Ratesneutralshort-termThe 10-year yield at 5.07 is still 20 basis points below the host's called peak but sneaking back up as a Trump-Iran deal looks less likely.Source