The 2023 Unhedged stock draft
Unhedged
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Nvidia's AI Strategy Is Peaked
Elaine: I agree that we're in the midst of AI hype. What I don't agree with is the idea that that's peaked. Because it's the only one that has the chips that will do this, there is no competition right now. Rob: In a slowdown, the business customer will keep buying Microsoft's stuff. Earnings growth for this year is expected to come in like mid single digits.
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