Who is Winning in the AI Race?
Jul 06, 2024
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Let’s analyze who is benefitting from AI today. It is clear that AI is revolutionary and will be here to stay. There winners though, aren’t completely clear.
Nvidia, which supplies GPUs (graphics processing unit) that power...
What Goes Into A Stock Price? Thoughts Post SVB's Bank Failure
May 06, 2023
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This post may be more useful after reading SVB’s bank collapse post for context (blog posted 4/1/23). It’s interesting to see when one company’s stock falls to drag down an entire sector. In this type of instance, either the...