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The fallout from Nvidia (NVDA) CEO Jensen Huangâs fall from grace is still unclear.
The AI trade has been sputtering for months, and it remains to be seen whether it can get its groove back without its most important chipmaker leading the charge.
But whichever way that soap opera goes, my system is still finding solid opportunities, both in and outside of tech. ...
Say you own the best restaurant in town.
The food is great. Every table is full. Profits climb every year.
On Wednesday, a buyer offers you $1 million for the place. On Thursday, the same buyer comes back with an offer of $933,500.
Nothing changed in the kitchen. Same cooks. Same customers. Same profits.
But your restaurant is suddenly worth 6.7% l...
Last week, investors dumped the hardware side of the AI trade.
And thatâs in keeping with the same pattern that plays out over and over â each time a new technological paradigm emergesâŠ
First, fortunes get made building the infrastructure. Then the infrastructure becomes the foundation for an entirely new generation of businesses.
Think about Americaâs in...
In something straight out of a James Bond movie, Nvidia (NVDA) CEO Jensen Huang was allegedly seduced by a Chinese spy, who may have used him to get access to Nvidiaâs cutting-edge AI chips for restricted Chinese companies.
Itâs too early to determine what this means for Huang, Nvidia or for the larger AI infrastructure boom.
But that hasnât stopped investors fr...