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0 pointsdgellow1y ago0 comments

That's assuming future growth isnt already priced in, which is pretty unlikely at that point in time, no?

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m3kw91y ago

Every investment is sort of like that, you betting it’s more than what’s priced in(current price set by market)

Focus on the data centers, and the inputs into them (the really boring ones).

That's a good point - the biggest thing to invest in might be power generation

You can bet on second order companies.

Thomson Reuters, Intuit, Palantir, Teledoc, Twilio, ServiceNow, Axon, WPP. All stand to benefit from sophisticated language and vision processing.

I think when it comes to NVDA, a slow DCA strategy makes sense

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