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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