Is this it? Nvidia, DeepSeek and the risks to your portfolio

AI hopes have driven the rise and rise of Nvidia and the megacaps, and delivered sensational portfolio returns over the last two years. But the emergence of cheaper, faster alternatives from China has suddenly shaken the narrative that only the biggest will win.

Growth manager Nick Griffin of Munro Partners has won big in the tech space so far, and shares his views on:

• Where the winners and losers from AI disruption are likely to come from
• Why Jeff Bezos’ vision in 1999 still rings true
• Whether Nvidia and co can whether this storm
• Two stocks at the forefront of AI innovation, and
• Where you should be looking for opportunity in this market.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

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The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au