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Dot-Com Bubble 2.0 Incoming? Why Tech Fund 'Aggressively' Sold Shares | Stephen Yiu
Manage episode 459905311 series 3614106
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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 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW STEPHEN YIU: Blue Whale Growth Fund: https://bluewhale.co.uk/ X (@stephenyiu): https://x.com/stephenyiu FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 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
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