AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
33sec snip
Citrini: The Next Phase of The Stock Market's AI-Obsession
Forward Guidance
Finding Opportunities in AI Infrastructure
The dispersion in the AI market is beginning, with the easy money already made in AI infrastructure. However, finding opportunities going forward will be more challenging, especially in identifying the specific areas within the infrastructure. Custom silicon and high-memory components will be crucial for the future of AI infrastructure.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode