Below is our "Chart of the Day" and a brief excerpt from today's Early Look written by Managing Director of Global Tech and Software Felix Wang.
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I still believe in the AI revolution, but much of the “value” is already priced into the current boom. Meaningful AI-driven use cases, however, remain scarce – outside of maybe Microsoft’s (MSFT) Gitlab and Amazon’s AWS. Meanwhile, there are other companies that rode the tremendous surge from NVDA simply by mentioning they had lunch with NVDA’s CEO, Jensen Huang. |
