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$NVDA "This time is different." Nvidia CEO Jensen Huang says the semiconductor industry isn't heading for another boom-and-bust cycle. AI is driving a long-term infrastructure buildout, not a typical semiconductor cycle 🗣️👇
1:32
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$NVDA "This time is different." Nvidia CEO Jensen Huang says the semiconductor industry isn't heading for another boom-and-bust cycle. AI is driving a long-term infrastructure buildout, not a typical semiconductor cycle 🗣️👇

The Future Investors

61,828 Aufrufe • vor 17 Tagen

Very interesting conversation where Jensen Huang and Michael Dell explain how AI is structurally changing the memory industry 💾👇 $NVDA $DELL $MU $HXSCL
3:49
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Very interesting conversation where Jensen Huang and Michael Dell explain how AI is structurally changing the memory industry 💾👇 $NVDA $DELL $MU $HXSCL

The Future Investors

180,405 Aufrufe • vor 2 Monaten

$MU $META Aravind Srinivas, CEO and Founder of Perplexity, believes Micron could surpass Meta in market value within the next 6–12 months, as memory remains one of the biggest bottlenecks in AI 💾👇
1:54
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$MU $META Aravind Srinivas, CEO and Founder of Perplexity, believes Micron could surpass Meta in market value within the next 6–12 months, as memory remains one of the biggest bottlenecks in AI 💾👇

The Future Investors

99,767 Aufrufe • vor 1 Monat

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