$Micron Technology(MU)$
$NVIDIA(NVDA)$
The estimates reflect the moment we are in for the AI boom.
"We believe this is the 3rd inning of a 9-inning game, and the scale of what is now committed is the evidence," Yorkville Ives partner Dan Ives wrote. "AI infrastructure spending by the five largest cloud platforms is running on the order of $850 billion this year, a figure that rivals U.S. defense outlays and ranks among the largest contributors to fixed investment in the economy."
Ives listed Nvidia as one of his top picks from the tech sector.
@JC888 @happytrader @WhatsappSpy
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