June 3, 2024

Annual Review: AI Thematic Highlights

AAPL vs. GOOGL, AI DC Power Demand, NVDA/CRDO/CGNX/TSMC Thoughts

Retrospective

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.

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