# Bull Sessions (3/19/2024)

Now that we’re properly fueled by the weekend’s corned beef and shamrocks, we’ll delve a bit into the semiconductor industry — notably Nvidia (NVDA) — to see...

Canonical: https://www.manifestinvesting.com/community/events/943

Now that we’re properly fueled by the weekend’s corned beef and shamrocks, we’ll delve a bit into the semiconductor industry — notably Nvidia (NVDA) — to see if Irish eyes are smiling or that grimace is due to a bubble. Is it?

In the March 19th Bull Sessions webinar, Mark Robertson, Ken Kavula, Matt Spielman, and Kim discussed current market trends, investment club performance, and focused significant attention on the remarkable performance of Nvidia. The session explored the Groundhog investing contest standings, highlighting the success of investment clubs like Four Corners and Broad Assets, and examined the current market landscape with Value Line forecasts hovering around 10% returns.

A key highlight was the detailed discussion around Nvidia's stock performance, with Mark Robertson playfully referencing the potential 'bliss' of stock ignorance. The team also reviewed their Buttonwood portfolio, discussing potential future investments and strategic considerations, including a potential deeper look at Visa as a potential full holding in future sessions.