NVIDIA and its future. Sure thing?

NVIDIA and its future. Sure thing?

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So NVIDIA stock is up 30X in ~5 years, they are the obvious current leader in AI-focused semiconductors that every big tech company is aching for right now.

Almost everyone is training their own LLM, trying to layer AI-powered productivity tools on top of their offerings (Cloud etc.) — and basically just trying to survive the AI race.

Does that make NVIDIA a sure thing? Don’t things change?…

Well, the more dynamic the environment the MORE things change!

Listen to the voice note.

Sincerely,

Philo

Further Reading

Is the Nasdaq in a Reflexive Bubble?

Last week I wrote a small piece on the rush into A.I. — backed mainly from VC money. This was triggered by the launch of Chat GPT near the end of 2022, and by the effect the launch had on A.I-related share price valuations. The A.I. rush had begun then and there.

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Downside at Microsoft

“We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten. Don't let yourself be lulled into inaction.” —Bill Gates Business is HARD Microsoft may be one of the most successful companies in the world, but it missed out on the race for

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