“The negative stock reaction feels like a bit of an incorrect knee-jerk reaction”
S&P 500 hovers near record as Nvidia results validate AI trade: Live updates
“I think the market will focus on the supply constraint to manufacture Hooper and Blackwell”
How to Think About Nvidia’s Supply Constraints
“Nvidia is in fact the cheapest of the AI narrative stocks out there”
Nvidia on cusp of overtaking Apple as second-most-valuable company