Single Best Idea with Tom Keene: Mandeep Singh & Anurag Rana

Dive into the fascinating realm of China's DeepSeek AI platform and its implications for the semiconductor sector. Discover how evolving investor expectations and new cost dynamics reshape the market. Explore the rise of generative AI and its transformative potential, alongside Jevons' Paradox. The discussion also sheds light on early AI adoption stages, consumer applications, and how major cloud providers support corporate data needs. Don’t miss insights on the upcoming earnings season!