Apple & Google The AI Underdogs with Gene Munster of Deepwater Asset Management | Okay, Computer. Podcast
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NVIDIA's Remarkable Growth and Market Performance
This chapter explores NVIDIA's exceptional growth and performance, surpassing tech giants like Apple and Google. It delves into the company's market cap and revenue surge driven by generative AI, raising questions about sustainability and comparisons to past market scenarios. The discussion includes insights on NVIDIA's business indicators, new product releases, competitive positioning in the AI space, potential stock pullback, and parallels to past tech growth stories.
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