Long term shareholder here. This is about the best analysis of Nvidia I have seen in recent months. This analyst understands the market, the moving parts, the competitive environment, the strategic and logistic issues the company is facing in a thoroughly refreshing way. excellent!
Nvidia - opportunities & risks in the AI big bang
Long term shareholder here. This is about the best analysis of Nvidia I have seen in recent months. This analyst understands the market, the moving parts, the competitive environment, the strategic and logistic issues the company is facing in a thoroughly refreshing way. excellent!
Fantastic explanations!