Dot-Com Bubble 2.0 Incoming? Why Tech Fund 'Aggressively' Sold Shares | Stephen Yiu
Description
Stephen Yiu, CIO of Blue Whale Growth Fund, discusses the strongest trends in the tech sector for 2025.
*This video was recorded on January 3, 2025
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0:00 - Intro
1:00 - Tech bubble?
2:30 - Tech performance
5:33 - Tech valuations
11:00 - Blue Whale selling tech stocks
18:00 - ROI on AI infrastructure
21:10 - Tech overweights
24:55 - NVIDIA
28:45 - AI czar
30:56 - Quantum computing
32:50 - Tesla
35:26 - China’s EV industry
37:43 - Consumer staples and healthcare
39:40 - Tech market crash scenario
United States
