Nibbling at Nvidia, Building Backlash, and Korea’s Volatility Curb 7/16/26
About this episode
The episode discusses Nvidia's investment potential, New York's new legislation on data centers, and South Korea's measures to stabilize its stock market.
Nvidia is finally derisked enough to buy, according to GMO’s Tom Hancock. New York becomes the first state to pass anti-data center development legislation. Plus, the steps South Korea plans to take to calm the Kospi’s wild swings.
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