THE NVIDIA TRADE NOBODY IS TALKING ABOUT

Nvidia's stock value more than doubled last year, making it the most valuable company in the world with a market cap of $3.6 trillion. Recent developments include the new GB10 Grace Blackwell super chip, the Project Digits Home Supercomputer, the Omniverse Cloud, and the RTX 50 GPUs, positioning Nvidia for potential future growth.

Introduction to a stock that decreased by over 30% last year, discussed during the live show. The company is associated with CES and the CEO is optimistic about 2025, considering it a rebound year.

Interactive discussion among the hosts regarding Discord, a preferred choice of stock, and excitement about the upcoming days in the stock market. Mention of a Discord user recommendation related to a specific company and its long-term investment nature.

Detailed analysis of Corsair, focusing on its products, market position in high-end PCs, pandemic effects on sales, and predictions related to the 50 Series chip launch. Discussion on market makers, market volatility, and the careful approach needed for investment in the company.

Exploration of Corsair's financial performance, product range, margins, distribution strategies, and potential as a multi-year investment. Emphasis on the company's niche products, high margins, and possible tailwinds for future growth.

Evaluation of Corsair's future prospects, margin analysis, distribution plans, the company's management, and its response to challenges. Discussing the potential headwinds facing Corsair and the need for a careful investment approach.

Insight into Corsair's gaming products, market share, demand trends, and the impact of the 50 Series chip on the company's performance. Discussion on trade analysis, market size, and investor sentiments towards Corsair.

Discussion on Apple's involvement in developing humanoid robots and the challenges they face in catching up with competitors in the AI and robotics field.

Insights into Apple's approach to robotics development, including the introduction of a robotic product with articulated arm functionality.

Details on Apple's in-home robotic devices and AI software development, along with the testing of future home products in a secretive facility.

Predictions on Apple's timeline for releasing humanoid robots and the company's strategy of entering a product category only when it becomes mainstream.

Personal experiences shared from a trip to South Africa, including visits to private game farms and safaris in the Savannah.