Michael Robinson spotlights the tech sector, discussing Nvidia’s (NVDA) $100B investment in OpenAI and how H-1B visa changes can affect the industry. He talks about the possibility of an OpenAI IPO in the next few years, and how cementing a relationship with NVDA for compute power will give it an edge. As for OpenAI’s growth, Michael says he’s “never seen anything like it in the history of technology.”
Trading 360
23 Sep 2025
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