Biggest AI Winners Will Be Outside Big Tech
In this episode of Talk ETFs, Quent Capital founder Gregg Fisher sits down with etf.com to discuss the DeepSeek sell-off and what it means for Nvidia and the broader tech sector.
In this episode of Talk ETFs, Quent Capital founder Gregg Fisher sits down with etf.com Senior Analyst Sumit Roy to discuss the DeepSeek sell-off and what it means for Nvidia and the broader tech sector.
Shares of semiconductor giant Nvidia Corp. were hammered last week as China’s DeepSeek raised worries about the demand for artificial intelligence chips.
But as massive as the decline in Nvidia’s stock was, Quent Capital founder Gregg Fisher doesn’t think Nvidia’s 17% single-session decline was that much of a surprise.
“A 15% to 20% decline on a company like that is nothing. I think investors forget when things go up so much, they go down pretty quickly as well,” he said.
He also discusses his new blog piece, “The Hidden AI Goldmine: Why the Biggest Winners Aren’t Who You Think,” and why he believes the biggest gains from AI may come from outside big tech.
