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Nvidia generated 'insatiable demand' for its AI chips: Eric Jackson

Summary

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56% Informative

There's a sense on Wall Street that the party is already over for the Pix's shovels leader, NVIDIA .

EMJ Capital founder Eric Jackson says he's very bullish on NVIDIA .

He says the street is not necessarily against Gen. AI per SE, but they've soured on NVIDIA . They keep talking about increased competition. AMD just made a $5 billion acquisition. How close is the race for leadership there?.

D5 is small, it's cheap. It's has something like a 3X Ford price, price earnings multiple.

The tailwinds of the Fed cutting interest rates that's going to help them could go back to 400 and beyond.

The other two names that I like that that you had on there before were open Door , which is trying to be like the Carvana for for Realty . They they use AI to approve people for personal loans and auto loans and this sort of thing. But now it's sort of come come alive again. I think they're about to wake up just like Carvana has woken up.

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Neutral language

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informal

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English

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not offensive

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not hateful