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AI's CapEx Driven Endgame - A Shareholder Crash, Not an Economic Crisis

AI's CapEx Driven Endgame - A Shareholder Crash, Not an Economic Crisis Ian Harnett (Chief Investment Advisor of Absolute Strategy Rese...

Showing posts with label TSMC. Show all posts
Showing posts with label TSMC. Show all posts

Friday, September 22, 2023

Nvidia Godfather of AI - Why the Market is Bullish

 Nvidia Godfather of AI - Why the Market is Bullish



















What is their Economic Moat



Where is the Growth









Dot Com Era - History Repeating Itself 




Nvidia - Under The Hood 





Two CEO's Personal and Professional Relationship





























Risks to its Growth