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
Next up on Philoinvestor
Potential effects of the DMA on Big Tech. The EU Digital Markets Act is a key piece of legislation that is bound to change the ways online companies do business. In the piece we explore how the DMA can change the competitive position and products of every single gatekeeper.
Namely, Microsoft, Google, Meta, ByteDance, Amazon and Apple.
NVIDIA and its future. Sure thing?