From the Desk of Anthony Pompliano cover image

NOT A BUBBLE! NVIDIA Earnings, Buffett Buying Google Proves It

From the Desk of Anthony Pompliano

00:00

Apple, NVIDIA, and AI Positioning

They contrast Apple’s perceived AI lag with NVIDIA's prolonged demand runway and investor preferences.

Play episode from 12:45
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app