AI's Winners, Losers and Wannabes: An NVIDIA Valuation, with the AI Boost!
Musings on Markets
JUNE 23, 2023
I will start this post with a couple of confessions. The first is that my portfolio has held up well this year, in a market that has been top-heavy and tech-driven, and one big reason is that it contains both NVIDIA and Microsoft, two companies that have benefited from the AI story. Sustained Profitability, with Cycles!
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