AI's Winners, Losers and Wannabes: An NVIDIA Valuation, with the AI Boost!
Musings on Markets
JUNE 23, 2023
The second is that much as I would like to claim credit for foresight and forward thinking, AI was not even a speck in my imagination when I bought these stocks (Microsoft in 2014 and NVIDIA in 2018). I just happened to be in the right place at the right time, a reminder again that being lucky often beats being smart, at least in markets.
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