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Tech Contrarians offer context about how we should be thinking about President Trump approving Nvidia's H200 GPUs to China.Broadcom is well positioned as the leading ASIC provider, with scale, networking exposure, and potential new hyperscaler customers driving long-term upside.Apple is insulated from the AI-driven memory shortage, giving it a competitive edge over Chinese smartphone peers facing margin pressure.AI sector momentum is rebounding - how should investors be positioned?Tech Contrarians offer context about how we should be thinking about President Trump approving Nvidia's H200 GPUs to China (0:30). Broadcom earnings (9:10). Apple and the memory supercycle (14:40). Amazon, Google, OpenAI, and momentum around AI names (19:00).TranscriptRena Sherbill: Sara Awad from Tech Contrarians. Always great to have you on talking tech and updating us on what you think of that part of the market, which honestly is so much a part of the market these days. Welcome back.Sara Awad: Thanks for having me again. I'm really glad to be back. There's lots to talk about. It's definitely an exciting time with the news on the H200s coming out.Rena Sherbill: Yes, it's a journey and we're not sure of the destination. So talk us through what you're thinking about these days. What are a few things that are top of mind for you and what are you most focused on?Sara Awad: There's a couple different moving factors that we're looking at the moment. I'll get started with the H200 news, because that's really the elephant in the room.And I think it's exactly what you're saying. No one really knows how to think about this, because we've had so many on and off, will Nvidia (NVDA) ship to China? Will they not ship to China throughout this year? That it's like the market doesn't know whether to trust what we're getting in terms of news from the US, because China also has a say in this now, right? They're not just going to accept any chip, any AI chip that the US is going to approve.And we saw that with Beijing warning domestic Chinese players against buying the H20 when we saw the reverse ban in July. So I think the market's really kind of confused about how to understand this news. Is it going to move towards Nvidia having China sales, or are we still far away from that because we still have a murky image from Beijing?
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From December through November 9, 2025, the combined market capitalization of the ten largest U.S. companies remained close to 42% of the S&P 500—hovering near its record high and underscoring the index’s continued concentration in mega-cap stocks.
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(Warren Buffett's current holdings). From Visa’s explosive rise ($188B → $624B) to Kraft Heinz’s decline ($88B → $29B), the chart reveals how long-term conviction plays out across sectors.
Takeaway: Buffett’s patience pays — but not all bets compound equally. Quality, scale, and competitive moats drive divergence.
Analysis:
Winners: Visa, Mastercard, American Express, and Moody’s show strong compounding and brand resilienceSteady growers: Coca-Cola and VeriSign reflect consistent performance in consumer and infrastructure nichesUnderperformers: Kraft Heinz and DaVita highlight the risks of stagnation and sector headwindsPortfolio philosophy: Buffett favors durable franchises with pricing power, but even legends face mixed outcomes over time
📌 Note: These eight stocks have been held by Buffett for over 10 years — a testament to his long-term discipline.
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SILVER BULLION topped $60 per ounce for the first time in history late in London on Tuesday, driving down the relative price of 'safe haven' gold to its lowest value in terms of the industrially useful precious metal since July 2021.
With gold trading at $4217 per Troy ounce this afternoon as silver spiked towards $60.47, the Gold/Silver Ratio dipped beneath 70 for the first time in 53 months.
Widely seen as a barometer of investment fear versus economic growth, the ratio of gold to silver prices per ounce averaged 67.6 in the 2010s, rising to 82.5 between 2020 and 2024 and then rising again to 89.2 so far across 2025.
"Ultimately," says the latest note from analysts SFA (Oxford) for German precious metals refiners Heraeus, "silver is a higher beta, ie more volatile, investment than gold.
"The drivers of the gold price − namely, economic and geopolitical concerns, US fiscal and monetary policy, central banks cutting interest rates, and their impact on the US Dollar − will also influence the silver price."
Today's jump in the silver price, up 2.5% in US Dollar terms inside 70 minutes, came after delayed 'Jolts' data following this fall's record-long US government shutdown said job openings in the world's largest economy rose in both September and October
Tomorrow's meeting of the US Federal Reserve still carries a 9-in-10 chance of bringing a cut to interest rates, according to positioning in the Fed Funds futures market tracked by derivatives exchange the CME.
US financial giant Citi now forecasts silver prices hitting $62 per ounce by March "on the back of Fed cuts, robust investment demand, and a physical deficit" between global mining supply and overall demand.
Buoyed by growing electricals and electronics use in AI data centers, silver's industrial demand is likely to touch a new all-time high across 2025, according to specialist analysts Metals Focus.
But its total demand from the photovoltaic solar energy sector will probably show a small drop as the industry works to reduce silver loadings still further from the 90% drop seen since the precious metal peaked at $50 per ounce silver in 2011.
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