Hey everyone,
Next, I’m aware we all have limited time. So, this week, I’ll be highlighting a couple specific & shorter aspects of the report I felt was important each day. First up is our single stock takeaways from the AI section.
AI Basket Visualized
This includes:
Single Stock Discussions: NVDA, CRDO, CGNX, TSMC
Subbing in Apple for Google: The Cost of Trust
Our Discussion on AI Data Center Power Demand: Bubble or not?