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Földöntúli jelentés az Nvidiától – Akkor most van AI-lufi vagy nincs? episode artwork

EPISODE · Nov 20, 2025 · 21 MIN

Földöntúli jelentés az Nvidiától – Akkor most van AI-lufi vagy nincs?

from Portfolio Checklist · host Portfolio

Az Nvidia meneteléséről, az AI-lufiról és a kriptotélről volt szó. Valóban megnyugtató a chipgyár döbbenetes gyorsjelentése, vagy itt az idő kiszeretni az AI sztorikból? A témában Nagy Viktort, a Portfolio vezető részvényelemzőjét kérdeztük. Az adás második részében a KSH által előállított szegénységi statisztikákról volt szó, illetve azok nagy vihart kavart korrekciójáról. Mik a tanulságai az új adatoknak, és mennyire bízhatunk meg bennük? A témában vendégünk volt Debreczeni Réka, a Portfolio makro rovatának elemzője. Főbb részek: Intro – (00:00) Nvidia, tőzsde, bitcoin – (01:10) Szegénységi mutatók – (10:59) Kép forrása: Getty ImagesSee omnystudio.com/listener for privacy information.

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Földöntúli jelentés az Nvidiától – Akkor most van AI-lufi vagy nincs?

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How long is this episode of Portfolio Checklist?

This episode is 21 minutes long.

When was this Portfolio Checklist episode published?

This episode was published on November 20, 2025.

What is this episode about?

Az Nvidia meneteléséről, az AI-lufiról és a kriptotélről volt szó. Valóban megnyugtató a chipgyár döbbenetes gyorsjelentése, vagy itt az idő kiszeretni az AI sztorikból? A témában Nagy Viktort, a Portfolio vezető részvényelemzőjét kérdeztük. Az adás...

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