Is NVIDIA Crashing The Market? China's & GOLD's RISE | Louis Gave

NVIDIA just lost $600 billion in market cap, the biggest single-day wipeout in history. Is this the beginning of a tech market collapse? In this episode of Soar Financially, I sit down with Louis-Vincent Gave, CEO of Gavekal Research, to break down what this means for the markets, the AI sector, and global economic trends. We discuss China’s surprising AI breakthrough with DeepSeek, its impact on US tech dominance, and whether NVIDIA’s stock crash signals the end of the AI bubble. We also cover gold’s reaction, why central banks continue accumulating, and how inflation, US-China relations, and geopolitics are shaping investment trends. #nvidia #gold #china ----------- Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------ 👨‍💼 Guest: Louis Vincent Gave, CEO 🏢 Company: Gavekal Research 🌎 https://web.gavekal.com/ 𝕏 @gave_vincent 📅 Recording date: January 27th, 2025 --------------------- 📆 Save the Date 📆 DEUTSCHE GOLDMESSE May 16 & 17, 2025 in Frankfurt, Germany www.deutschegoldmesse.com FREE Registration for Investors! --------------------- 📰 Up-to-Date Commodity Prices & Commentary 📰 👉 Clear Commodity Network 👈 🌎 https://clearcommodity.net/ 🌎 ►► Follow Us! ◄◄ Twitter: http://twitter.com/soarfinancial Website: http://www.soarfinancial.com/ Timestamps (AI generated) 00:00 – Intro 01:11 – Guest Introduction: Louis-Vincent Gave 02:43 – Market Panic: NVIDIA Loses $600 Billion 06:10 – Did We Underestimate China’s AI Capabilities? 08:45 – How Did China Leapfrog the U.S. in AI? 12:52 – The End of the AI Boom? Market Rotation Explained 16:14 – Tech Stocks vs. Value Stocks: What’s Next? 17:24 – Gold, Bonds & The Dollar: Where’s the Money Going? 19:48 – Why Gold Surged in 2023 Despite High Rates 21:53 – China’s Real Estate Collapse & Gold Demand 22:58 – Trump’s Tariffs & US-China Trade Relations 26:46 – Inflation & The Political Fallout for 2026 30:32 – Will Trump Devalue the U.S. Dollar? 34:15 – China’s EV Market & Global Competition 36:41 – China’s Perspective: How Beijing Sees the U.S. 41:21 – Geopolitics & The Future of Globalization 45:03 – Final Thoughts & Where to Follow Louis Gave 46:04 – Outro & Call to Action **Disclaimer:** Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary. Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).