
Josh Wolfe on Where Investors Will Make Money in AI
Odd Lots
Cloudflare's Infrastructure Winning in the Market
The argument for waiting is that by the time you know, it's already factored into the price/nPaying a high price for a cheery consensus can be a concern/nNvidia's popularity and its CEO's status as a tech icon raise questions about vulnerability/nAMD could potentially come from behind and gain market share by exploiting vulnerabilities in Nvidia's CUDA language system/nInvesting in Nvidia now is considered too late/nConsider investing in companies that are likely to benefit from improbable events in the future/nCloudflare, with its infrastructure at the edge of the network, seems poised to succeed/nCloudflare's caching of models close to users worldwide can give them a competitive edge/nCloudflare may be a promising investment opportunity that is not widely acknowledged or discussed/nCloudflare's market cap is around $20 billion, with strong revenue growth