NVIDIA is more than GPUs. Their future growth may well rest in their automotive efforts and the like. Just sayin'. Agree that both are worth buying though.
Irrational exuberance for gold. Everyone is assuming interest rates will stay in the ground, and it's already priced in.
Depends on if you think the gold rally has legs or if it's all just a bubble.
Yes, because he thinks low interest rates are propping up stocks. However, if interest rates rise, gold is screwed. So it's not really clear where his head is. In reality he is likely playing both sides.
Well yeah. As always, separate market-wide impacts from individual opportunities. Disruptive technologies (like SWIR) and essential goods generally push through the tide.