Locator: 50004TECH.
Investing:
- knowledge is power;
- MOJO is fleeting;
- for Mag 7: FOMO has flipped to FOOI
- Mag 7 stronger than ever.
FOMO: the META / Nvidia partnership is sucking all the oxygen out of the AI tech arena.
Amazing.
Key takeaways, if you don't remember anything else:
- META's LDCs in this partnership will be the first to launch Nvidia's high end Hopper Grace chips; being released earlier than expected;
- META will use millions of Nvidia chips;
- direct assault on Intel and AMD;
- META: $600 billion through 2028; 30 new LDCs in Texas, Louisiana, and Ohio
Partnerships:
- META and Nvidia
- Google Gemini and Broadcom
- Apple and Broadcom
AWS?
AMD?
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Disclaimer
Briefly
Briefly:
I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken. I am inappropriately exuberant about the US economy and the US market. I am also inappropriately exuberant about all things Apple. See disclaimer. This is not an investment site. Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything. 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. Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market. I am also inappropriately exuberant about all things Apple. And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution. I am also inappropriately exuberant about all things Broadcom. Longer version here.
