Jryadi
02-25

I still think nvda pivoted hard to AI considering how badly their GPUs became, which likely is the reason for Jensen being so desperate to have the hype continue. Competitors like AMD (and their partners from TW, HK and CN) should fully muscle into the GPU market to ensure nvda cannot come crawling back when the AI bubble bursts

Big Tech Rebound: Dead Cat Bounce or Decline Ends?
On the very last trading day of Q1, mag 7 rebounds as broader market sentiment improves. We're fast forward to April and ddl of the conflict. How do you view today's rebound? Time to bottom Mag 7 or be cautious about dead cat bounce? Will market decline ends in April?
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