Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 5min
The Fed's Forecast for Shelter Inflation
05:13 • 3min
The More Expensive Tech Sector With an Active Portfolio Manager
08:35 • 3min
The Global Technology Equity Strategy
11:28 • 5min
NVIDIA's Mind Share of the World
16:08 • 2min
The Future of GPUs
18:22 • 2min
The Future of High Bandwidth Memory
20:25 • 6min
The Future of Silicon Chips
26:02 • 4min
The Future of AI
30:20 • 3min
Microsoft's Pricing for Co-Pilot Over $30 Per User Per Month
32:53 • 6min
AI and the Future of Finance
38:32 • 2min
The Future of AI
40:23 • 2min
Microsoft's Hyperscalers Cloud Business
42:27 • 5min
The Importance of Valuation in the Global Technology Market
47:53 • 4min