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On today’s show, we discuss:

• The US lead in technology

• Looking at NVDA vs its competition in 2024

• Why NVDA has slowed down over the last 6mo

• How the SMH is constructed

• How advisors are looking at more volatile thematic funds

• SMH vs SMHX

• Looking for the next NVDA

• The issues at Intel

• Geopolitics and semiconductors

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