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Rethinking the AI Trade 9/5/25
Manage episode 504687318 series 2862887
Frank Holland and the Investment Committee debate the AI trade after another big pullback in shares of Nvidia. Plus, Broadcom soars to new highs after earnings, it’s our Chart of the Day. And later, the desk shares their latest portfolio moves.
Investment Committee Disclosures
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
1289 episodes
Manage episode 504687318 series 2862887
Frank Holland and the Investment Committee debate the AI trade after another big pullback in shares of Nvidia. Plus, Broadcom soars to new highs after earnings, it’s our Chart of the Day. And later, the desk shares their latest portfolio moves.
Investment Committee Disclosures
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
1289 episodes
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