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Why Big Tech Is Bleeding: Fund Manager Reveals Best Stocks During ‘Bubble’ | Stephen Yiu
Manage episode 479921698 series 3614106
Content provided by The David Lin Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The David Lin Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Stephen Yiu, CIO of Blue Whale Growth Fund, discusses the tech sector's valuation reset amid global uncertainty, why Nvidia remains undervalued despite market selloffs, and how the AI arms race represents an existential challenge for big tech companies.Take a look at Stephen Yiu's previous appearance on "The David Lin Report": • Dot-Com Bubble 2.0 Incoming? Why Tech... *This video was recorded on April 24, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: B25:https://tickets.b.tc/event/bitcoin-20...BitcoinAsia: https://tickets.b.tc/event/bitcoin-as...Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMF...Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...FOLLOW STEPHEN YIU: Blue Whale Growth Fund: https://bluewhale.co.uk/ X (@stephenyiu): https://x.com/stephenyiuFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / davidlin_tv For business inquiries, reach me at [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 – Intro1:18 – Tech Landscape2:40 – Defensive Allocation4:09 – Company Size6:46 – Tech Bubble 2.0?10:11 – Tariff Resiliency13:04 – China+1 strategy16:23 – U.S. Tech Manufacturing17:39 – Pricing Power20:57 – Mag721:57 – Tesla and EV Market24:25 – China26:50 – AI and Nvidia35:38 – META37:59 – META Pivot40:50 – Microsoft45:02 – AI Arms Race#technology #stocks #investing
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Manage episode 479921698 series 3614106
Content provided by The David Lin Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The David Lin Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Stephen Yiu, CIO of Blue Whale Growth Fund, discusses the tech sector's valuation reset amid global uncertainty, why Nvidia remains undervalued despite market selloffs, and how the AI arms race represents an existential challenge for big tech companies.Take a look at Stephen Yiu's previous appearance on "The David Lin Report": • Dot-Com Bubble 2.0 Incoming? Why Tech... *This video was recorded on April 24, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: B25:https://tickets.b.tc/event/bitcoin-20...BitcoinAsia: https://tickets.b.tc/event/bitcoin-as...Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMF...Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...FOLLOW STEPHEN YIU: Blue Whale Growth Fund: https://bluewhale.co.uk/ X (@stephenyiu): https://x.com/stephenyiuFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / davidlin_tv For business inquiries, reach me at [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 – Intro1:18 – Tech Landscape2:40 – Defensive Allocation4:09 – Company Size6:46 – Tech Bubble 2.0?10:11 – Tariff Resiliency13:04 – China+1 strategy16:23 – U.S. Tech Manufacturing17:39 – Pricing Power20:57 – Mag721:57 – Tesla and EV Market24:25 – China26:50 – AI and Nvidia35:38 – META37:59 – META Pivot40:50 – Microsoft45:02 – AI Arms Race#technology #stocks #investing
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Similar to The David Lin Report
Entrepreneurship empowers everyone
…
continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
…
continue reading
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
…
continue reading
America is divided, and it always has been. We're going back to the moment when that split turned into war. This is Uncivil: Gimlet Media's new history podcast, hosted by journalists Jack Hitt and Chenjerai Kumanyika. We ransack the official version of the Civil War, and take on the history you grew up with. We bring you untold stories about covert operations, corruption, resistance, mutiny, counterfeiting, antebellum drones, and so much more. And we connect these forgotten struggles to the ...
…
continue reading
Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Get informed from Bloomberg's 3,000 journalists and analysts.
…
continue reading
And we are The Non-Prophets!... airing on the first and third Sunday of every month, starting at 3:00 PM Central (01:30-03:00 UTC) on our Youtube channel: https://www.youtube.com/thenonprophetsaca. The Non-Prophets focuses on atheism and the separation of church and state. Become a supporter of this podcast: https://www.spreaker.com/podcast/the-non-prophets--3254964/support.
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continue reading
Global business and finance news and discussion from the BBC.
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Take a seat at the table and learn about the biggest stories in financial markets, the economy and business. Each week our editors and correspondents explore how economics influences the world we live in and share their insights across a range of topics. From inflation and recession risk to all things crypto and even the commercial success of K-pop, we have you covered. Published every Thursday. If you’re already a subscriber to The Economist, you’ll have full access to all our shows as part ...
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continue reading
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