John Belton, Portfolio Manager at Gabelli Funds, discusses tech stocks in the U.S. vs. tech stocks in China.*This video was recorded on February 10, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMF...Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...FOLLOW JOHN BELTON:Gabelli Funds: https://www.gabelli.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / davidlin_tv For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro1:20 - Is the NASDAQ topping?3:53 - DeepSeek vs. U.S. tech stocks 8:03 - Is NVIDIA still a buy?9:50 - Chinese AI vs. U.S. AI12:20 - Q1 tech earnings 16:00 - Trump’s “Stargate”20:50 - Microsoft 23:56 - Google and Gemini28:00 - Asset allocation 32:40 - Tesla#stocks#technology#ai
