Red Flags in AI: Satya’s Take, Nvidia’s Margins & the Custom Silicon Threat.
Is it going from Mag 7 to Lag7?
I would think so. Check out the Downside by Philo section for individual pieces on Big Tech - that's just one area where I express my views on Big Tech/Mag7. I also touch on that in my podcast interviews at linktr.ee/philoinvestor
Is it going from Mag 7 to Lag7?
I would think so. Check out the Downside by Philo section for individual pieces on Big Tech - that's just one area where I express my views on Big Tech/Mag7. I also touch on that in my podcast interviews at linktr.ee/philoinvestor