Jonβs Newsletter β’ 199 implied HN points β’ 23 Jun 24
- Nvidia's stock is seen as highly valued and risky by some investors. They believe more affordable competitors are rising, and the AI chip market isn't as profitable as thought.
- The stock market is split; while tech stocks soar, many other sectors seem stagnant. It's suggested to balance your portfolio by investing in more stable sectors like industrials and healthcare.
- Investing in Japan is gaining attention due to favorable economic changes and companies aiming to boost their values. This could provide good opportunities for diversification.