June 3, 2024
Annual Review: AI Thematic Highlights
AAPL vs. GOOGL, AI DC Power Demand, NVDA/CRDO/CGNX/TSMC Thoughts
Hey everyone,
Next, I’m aware we all have limited time. So, this week, I’ll be highlighting a couple specific & shorter aspects of the report I felt was important each day. First up is our single stock takeaways from the AI section.