About this episode
Hugh Hendry discusses the implications of software stock performance amidst geopolitical tensions and market dynamics.
Send us Fan Mail back in march i published a bullish substack essay into a collapsing tape. software stocks were getting butchered. hyperscalers accused of losing their minds. nvidia was falling like a broken momentum trade while missiles were raining down across iran and every idiot on television suddenly became a geopolitical strategist. but price was saying something else. software was no longer scarce. that was the whole point. once code starts writing code the scarcity moves upstream int...
People in this episode
Host: Hugh Hendry
Topics covered
- software stocks
- geopolitical strategy
- market analysis
- artificial intelligence
- investment trends
Keywords
- software stocks
- Nvidia
- geopolitical strategy
- market trends
- artificial intelligence
Mentioned in this episode
Organizations: Nvidia
Places: Iran
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