6min chapter

Supply Shock cover image

On the Margin: The Economy is in Goldilocks | Ram Ahluwalia

Supply Shock

CHAPTER

Navigating Market Dynamics in Energy and AI

This chapter examines the shifting landscape of the utility sector, focusing on the rise of nuclear energy and its ties to AI advancements. It also contrasts growth and value stocks while analyzing NVIDIA's role in the semiconductor market and the implications of AI on various industries.

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