Data Center
Last week, I joined Samuel Burke from Real Vision to discuss “3 Ideas.” We discussed why I see Nvidia as the #1 AI stock and also why cloud is weaker than it appears.
View the Clip on Twitter hereView the Clip on Twitter here
The full 30-minute video is available here with a Real Vision subscription or 7-day free trial.
For more information on our Nvidia thesis, you can access previous research here:
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For more information on why Cloud is Weak, you can access our previous research here:
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For investors who think they've missed out on AI, the best is yet to come. But first, there will be a notable correction. Since March 2009, the S&P 500 has experienced five declines of roughly 20% or more. Most were followed by relatively quick recoveries, reinforcing the belief that "buying the dip" is a reliable long-term strategy. However, these declines occurred within a broader secular bull market, which is an important distinction.
Oracle's Project Jupiter force majeure notice shows permission, not demand, is becoming the new bottleneck for data center stocks like Bloom Energy and Applied Digital.
Nvidia, Alphabet and AMD could take 85% of 2027 HBM supply. What does Nvidia's SK Hynix HBM deal mean for every other buyer in the AI memory race?
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