Nvidia, AMD, AI Chips -- The Fog Is Starting To Clear -- I Don't Know About You, But To Me, It's Starting To Look Like An Inflection Point -- January 18, 2024

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Tag: chips semiconductor "inflection point"

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Updates

January 19, 2024:

Original Post

Everybody's talking. 

Quickly, the tech links today. 

Link here.

Link here.

Tickers today:

BRK-B, past five days:

Tesla: All major EV auto manufacturers were down today, including GM, F, Tesla, Polestar, Lucid, Rivan, some significantly. From Barron's: 

The US Army:

My take from the Barron's article: this is all to be expected. It's a learning curve. Deal with it. 

Frankly, I'm getting tired of that attitude.

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All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 

Again, all my posts are done quickly. There will be typographical and content errors in all my posts. If any of my posts are important to you, go to the source.