Matt Stucky’s Post

I joined Bloomberg TV “The Close” to dig into #Nvidia and how investors are evaluating the growth of the AI industry. Thanks to Romaine Bostick, CFA and Emily Graffeo for a great conversation. Watch here: https://lnkd.in/evV2F32i

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Good perspective and data points, especially surrounding supply chain and capacity timelines. The demand is there!

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