The Global Guru

The Global Guru

# 24 Nvidia the Next Cisco?; Dangerous Divergence; Roaring Kitty RIP

China on the Brink; AI Dystopia

Jun 19, 2024
∙ Paid

Today at a Glance:­­­

One Quote: Nvidia the Next Cisco?

One Dangerous Divergence: “Look Out Below”

One Sequel: Roaring Kitty RIP

One Lurking Danger: China’s Balance Sheet Recession

One Shift: AI Dystopia?

1.   Quote

Even the best business in the world can be a terrible investment if you buy it at the wrong price.

                                                …

User's avatar

Continue reading this post for free, courtesy of The Global Guru.

Or purchase a paid subscription.
© 2026 Nicholas Vardy · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture