Skip to main content

Below are some of the most interesting articles, quotes and charts I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.

This week Nvidia was all anyone, including a growing cohort of teen-aged stock traders, could talk about.

Certainly, the company has seen demand for its H100 chips boom, driven by Big Tech investment in generative AI.

However, to meet expectations, Nvidia will have to continue to lay claim to an ever greater share of Big Tech capex…

…even as those massive investments show few signs of paying off as yet.

And, as history frequently teaches, incredible innovations don’t always make for incredible investment opportunities.