Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 3min
The Near-Term Melt-Up in Technology Stocks
02:35 • 3min
The Power of AI and Machine Learning
05:25 • 4min
NVIDIA: A Twelfth Dollar Market Cap Company
09:03 • 6min
How NVIDIA's Chips Run
14:44 • 5min
Oracle: The Fourth Cloud?
19:28 • 3min
The Future of Cloud Infrastructure
22:45 • 4min
The Future of Generative AI
26:50 • 3min
The Rise of Generative Ai
29:55 • 4min
Apple's Stock Has a Strong Year
33:26 • 5min
The Economic Warfare With China
38:01 • 5min
The Importance of Cadence in the Cloud Industry
43:03 • 3min