4 Comments
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Chris Whyte's avatar

I agree with you about the big labs and NDVA. What do you think about memory?

Sheepdog Capital's avatar

Have look at $BW which is a power name for AI, coal and gas steam boilers

Ozeco's avatar

Always best to see something with your own eyes! And I think this explains why the people working on and with AI are so much more bullish on it than general investors.

Asset Alliance - AAIG's avatar

Overall very good write-up guys. And welcome to the Nvidia holders👌. Powered land can fall into energy. Liquid cooling has its space also in maintance and hardware.