9 Jan 2024
A new all-time-high for Nvidia $NVDA up +6.4% on the day
The chart looks rather bullish with an ascending triangle breakout as the weekly MACD begins to cross to the upside... The big news of the day was Nvidia planning to begin mass production of its AI chips designed for China that comply with U.S. export rules starting in Q2 - Reuters Source chart: Jake Wujastyk
15 Dec 2023
The AI investing ecosystem
Eric | AI & Tech Investing @AITechInvesting
13 Dec 2023
The tech and AI trade is very crowded. The net long positioning on the Nasdaq 100 by asset managers and leveraged funds is at a record high
Source: Haver Analytics, Rosenberg Research
11 Dec 2023
Breaking down the AI semiconductor ecosystem:
While $NVDA gets most of the attention, AI is additive to most of the semiconductor industry. Source: Eric AITechInvesting
11 Dec 2023
Some guys never rest...
Gemini AI
11 Dec 2023
The 50 most visited AI tools
Image by Writerbuddy, Sujan Sarkar
8 Dec 2023
Ivana SPEAR just published Spear's AI primer and ecosystem map!
While most people are focused on the application layer (e.g., ChatGPT, Copilot 365), there is much more to the AI opportunity.
7 Dec 2023
The race for AI dominance in one graph 👇🏼
GPU Shipments
