As demand for artificial intelligence continues to surge, the industry's appetite for high-performance computing chips has grown increasingly intense....| TrendForce
No, I am not going to begin talking about what happened yesterday with ASML. Before we get there, we need to start from the 11th of October when this article (of course totally ignored by MSM and Social Media busy broadcasting the latest phenomenal predictions Jensen Huang was spitting out...| JustDario
Daily post about finance and breaking news| JustDario
First of all, I would like to praise The Information for its excellent work in doing proper journalism, something that nowadays is more unique than rare, sadly. Let’s start with the explosive article just published and that, of course, barely caught the attention of mainstream media that are being very...| JustDario
TLDR: A walk through my personal investments and their rationale| JustDario
Another great quarter for Microsoft that beat Wall Street analysts’ expectations comfortably (what a surprise), but once again the tides turned when the management started to provide guidance on future growth that came short of what investors were expecting, sending the stock price negative almost 4% during after-hours trading. However,...| JustDario
THE #STOCKS HOUSE OF CARDS IS WOBBLING… AGAIN| JustDario
THE AI END GAME: WINNER TAKES IT ALL AND EVERYONE ELSE LOSES MASSIVELY| JustDario
NOT THE START OF THE YEAR EVERYONE EXPECTED. A “LIFETIME #BTFD OPPORTUNITY” OR BETTER TO BE CAREFUL?| JustDario
CHEF’S TABLE: NVIDIA| JustDario