Share this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (April 6, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (April 6, 2025)AI bubble (Nvidia/CoreWeave/DeepSeek), all about Trump's tariffs (impact on Vietnam, etc), BYD’s EV dreams, rediscovering South African stocks, Asian/EM debt, fund updates/annual reports, etc.Apr 06, 2025∙ Paid1Share this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (April 6, 2025)Copy linkFacebookEmailNotesMore2Share

Last week’s post mentioned an All-In Podcast episode (The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations) had an interesting discussion between Silicon Valley tech titans about Nvidia where reasonable explanations were given to explain some of the questions that have been raised about its balance sheet.

However, this alt-media podcaster had some alt-finance personalities on who discussed the AI bubble starting to deflate, data center overcapacity in the USA, and who raised questions about Nvidia and the CoreWeave IPO (suggesting the latter’s existence is intended to inflate the stock of the prior while the early investors have cashed out of the later who’s shares are getting dumped onto pension funds and retail investors…):