Market Selloff: What Would Trigger Another Tech Crash? | Jordan Nof

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Jordan Nof, co-founder and Managing Partner of Tusk Venture Partners, discusses shifting trends in the tech sector, as well as risks to the Mag 7 stocks.
*This video was recorded on October 18, 2024
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0:00 - Intro
0:30 - Tusk Ventures
2:50 - Fed cuts and liquidity
4:43 - VC investing trends
11:35 - Tech trend shifts
12:38 - Future of automation
16:30 - Tesla Optimus robot
17:30 - AI startups
18:58 - Are tech stocks overvalued?
20:20 - What would trigger a tech correction?
22:40 - Innovation: small vs. large tech companies
24:14 - Shifting culture in tech companies
26:00 - NVIDIA’s biggest competitors
#technology #investing #stocks

[@TheDavidLinReport]

Remove your personal information from the web at joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off Is a rotation out of the Mag7 happening? Subscribe to my free newsletter: davidlinreport.substack.com/ FOLLOW JORDAN NOF: Tusk Venture Partners: www.tusk.vc/ X (@JordanNof): x.com/home?lang=en

[@georgedoolittle9015]

Just had one in 2022. Back then one could say the FOMC did that but those interest rates stayed high in 2024 and this current explosion didn't happen until the Fed starting having "political" interest rates cuts which oddly enough caused rates to *RISE* not fall so not hard to explain this one anyways #pe_compression amazingly just had a record closing high in the NASDAQ two days ago tho😊😊

[@SaintMoretz]

Do you think it's a good time to consider selling some stocks, the election might really affect the market. I’m considering rebalancing my $2M portfolios, So I'm curious of the best strategies to use.

[@ScarlyJo]

I guess it's important to reassess your investment strategies based on current market conditions. You should also consider a market expert to guide you.

[@Angelina-Szn]

Working with a financial advisor has been a game-changer for me. They provided invaluable insights and tailored strategies that aligned perfectly with my risk tolerance and financial objectives. With their support, I've seen significant growth in my investments and gained confidence in my financial future.

[@NeilEustis]

Pls how can I reach this expert, I need someone to help me manage my portfolio

[@Angelina-Szn]

Victoria Louisa Saylor is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

[@Angelina-Szn]

Yeah, she is Victoria Louisa Saylor , look her up. Anyone is free to contact her.

[@titchglover2601]

great post, great questions, great guest, bring him back

[@TheKietNguyen-dy1dz]

Great information Brothers 👍😊❤

[@Sly2C]

The green chicken is back 😂

[@survive25_Churchill]

The most in demand chips most likely wont be there int he next 5 years??? A lot of capital is betting on the chips to drive $ and we are told it is an investment for the future without current day return, but if that future is superseded within 5 years, what then.

[@derekb2817]

And do rates have to go down? To lower cost to finance US debt and let inflation run wild again which only impacts the middle class and poor. So, no big deal....

[@user-yy6jo8ob7g]

this guy is in lala land

[@brunojcm]

2 weeks to publish is a bit too much given the current dynamicity of the markets

[@WETALKINMEDIA]

The market for semi's just had a strong correction perfect release

[@rodneymccoy4483]

Doomberg??

[@pete7674]

Good one

[@violetlightburst]

Political ads keep getting longer.

[@violetlightburst]

Doubt very much that tech. Will crash.

[@bpb5541]

I have a HUGE short postition and not only is it huge it is also 3 times leveraged. I am almost certain we crash now. Please be careful, be safe.

[@user-yy6jo8ob7g]

@@bpb5541 maybe you should be careful with 3 times levered

[@dazedhavoc]

This guy sounds like Doomberg.

[@peggyharris3815]

I thought the same thing

[@ElementaryWatson-oxo]

He sounds like something crawled into his throat and died there 😁

[@RomySpitz]

I've been making a lot of losses trying to make profit in trading. I thought trading on a demo account is just like trading the real market. Can anyone help me out or at least advise me on what to do?

[@Jaimejohnston-52]

I will advise, you should stop trading on your own if you keep losing.

[@ThanseemTa-f4o]

If you can, then get a professional to trade for you I think that way your assets are more secure.

[@Ghoshmitradeep]

I'll recommend krista Weber. Her profit is great even when there's a dip

[@Ghoshmitradeep]

123k from krista Weber looking up to acquire a new House, 🥰🥰🎉

[@shivaniAhuja-f1h]

I thought I was the only one who knew her well. I guess her reputation speaks for her now...

[@david-m4z7l]

Trying to predict the market for these media types is like a game show.

[@jasonhesseltine3520]

It's like the Gong Show, except there ain't no gong for me to bang so they'll stop freaking me out.

[@GersderaNioer]

Stocks extended their year-to-date rally following the CPI report, with the S&P 500 last up 0.8% in afternoon trading. but I don't know if stocks will quickly rebound, continue to pull back or move sideways for a few weeks, or if conditions will rapidly deteriorate.I am under pressure to grow my reserve.

[@Agatha.wayne0]

There are many other interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.

[@RicardaWindsheimer]

When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan that includes AI looking into Nvidia, MSFT, Alphabet stocks among others with my Fin. Advisor, . It's been a year and half of steady growth.

[@SarachiWowa]

Your advisor must be really good, how I can get in touch with them as my portfolio isn't doing well.

[@RicardaWindsheimer]

Finding financial advisors like Stacy Lynn Staples" who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.

[@JaneBlac-]

I copied her whole name and pasted it into my browser; her website appeared immediately, and her qualifications are excellent; thank you for sharing.

[@ElementaryWatson-oxo]

The guy doesn't have a good grasp of AI to speculate about the future. He doesn't understand that NVidia strength isn't only chips, it's also CUDA -- a huge amount of AI development efforts are put in software, another company can come up with better chips and it would mean nothing unless their architecture is compatible and they get CUDA license from NVidia. NVidia's grip on AI is what Intel x86 was on PC.

[@bpb5541]

IN case you missed the headline news of the day: Super Micro's auditors quit. That mean they are most likely cooking the books. They are one of NVDA's primary suppliers, which means NVDA is most likely cooking the books too (they have been caught doing this before... Google SEC and NVDA). Be careful, be safe.

[@ElementaryWatson-oxo]

@@bpb5541 🤡

[@adamm2716]

30k too high for avg home owner would need to be more like 1500

[@bpb5541]

I have 100k 3 times tripple leveraged short the market. Gonna turn it into a couple million. 😂

[@adamm2716]

@@bpb5541 lol let me know how it goes

[@AndyMacaskill]

David, have you asked David Buik if he'll come on? He's retired now so will definitely tell it like it is on various markets.

[@dalepetersen1166]

EC and PBR. Black Gold. I don't spend much on tech but I buy a lot of gas and Diesel and propane

[@ApuKontiki]

Thank you!

[@ComommonlyCensored]

Dudes like this are a symptom not a feature.

[@bpb5541]

Symptom? you lost me?

[@ComommonlyCensored]

I would rather throw my money out the window on the highway than listen to someone who talks like this about money.