"It Ain't Over Till The Fat Lady Sings" -- May 25, 2024

Locator: 47175TECH.

Updates

May 27, 2024: valued at $24 billion after fresh funding.

Original Post 

Link here. Archived.

The third-richest man in the world is going to be buying a lot of Nvidia blades. 

Tech is tracked here.

Parlor game:

• make two lists, in two parallel columns
• identical lists of the top 30 global tech companies
• now, draw lines from column A to column B suggesting / guessing which companies will be "partnering" with each other -- use a very broad definition of "partnering"
• example: in both columns (since they are identical), one will find Apple and TSM
• one can draw a line from Apple to TSM
• now, "who" connects with Microsoft?
• "who" connects with Qualcomm?
• "who" connects with Broadcom?
• "who" connects with Amazon?
  
• note: 
• it won't be a perfect match
• it will be a dynamic list 

The point of this little exercise: many of the tech companies in the top 30 global tech companies have a unique niche or a relative monopoly in the niche in which they live. Many of these top 30 global tech companies have specific needs if they want to continue to grow.

Break, break.

This past week, maybe Wednesday or Thursday, CNBC interviewed a guest with regard to Nvidia. He acknowledged that Nvidia's earnings were surprising and well-deserved, but he suggested the rate of growth of those earnings could only last two, or at most, three more quarters. 

Trending over at SeekingAlpha: