Nvidia, Meta, and the multi-prong approach to investing in AI
Been a tough co recently for the magnificent seven stocks. Nvidia in particular fell about 1% yesterday. It struggled to recover since dropping 15%.Joining us now is Michael Sanseta, Silvent Capital Management CIO, managing director and senior portfolio manager. Joining me here in the studio, you know, we always watch uh Nvidia really closely and like yesterday just felt like Jensen Wong day, right. He was in Washington.He met with the president. He met with Congress. He um gave a fireside chat at a think t ...