Curia Investment Show 16: Nvidia’s Peak? AI Infrastructure, Software Rotation & Market Psychology

In this episode of the Curia Investment Show, we unpack the latest developments in artificial intelligence investing following Nvidia’s blockbuster earnings report. Despite extraordinary revenue and profit growth, Nvidia’s stock has pulled back — raising an important question: is the market signaling that peak growth may already be priced in?We also explore the broader AI investment landscape, including where the real opportunities may lie within AI infrastructure. From chips and memory to vertically integrated software platforms, we discuss how capital is rotating within the sector and why some beaten-down software companies may present compelling opportunities.Finally, we examine the psychology behind today’s volatile market environment and what investors should focus on when narratives shift quickly. As always, we close with a look at several stocks currently on our radar and the themes shaping capital flows in the AI era.