Apple WWDC Recap, Musk and OpenAI
Bloomberg Tech
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Analysis of Nvidia's Market Capitalization, AI Sector, and Indirect Plays in the Supply Chain
The chapter delves into the factors influencing Nvidia's market capitalization, including demand from Western economies and the AI sector. It also examines how companies in the supply chain like TSMC, ASML, Hoya, and Shinetsu Chemical benefit from this demand, and discusses the strategies of active trading versus long-term investing in the tech industry.
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