Inflation, U.S. Deficit, Trade Deals, Google's CAPEX, Waymo & Uber, Nvidia H20 & Weekly Planning.
Google straight up telling us what they're investing in this year makes for easy nvda, tsm buys 🤣
Yeah kinda… Especially while all others say the same
Google straight up telling us what they're investing in this year makes for easy nvda, tsm buys 🤣
Yeah kinda… Especially while all others say the same