Circular investments are't real numbers. They are a form of boosting the demand for compute artificially. The AI boom is getting exaggerated. Nvidia is about to hit 10% of the NASDAQ 100 in late 2025.

I have tried to cover Nvidia, for inst...

8 months ago

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How to make sense of Nvidia's Earnings?

Nvidia is the Gold standard and main beneficiary of the Generative AI bull market. 🧈

I hope you had a good summer, this Newsletter is back in session.

9 months ago

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Start Here: Nvidia Documentary by the Financial Times

Hello There,

This Newsletter was formerly Artificial Intelligence Survey, now it has pivoted to The Nvidia Patterns. Feel free to unsubscribe if Nvidia doesn’t interest you, and subscribe instead to Artificial Intelligence Learning.

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a year ago

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Michael Spencer

\ud83c\uddf9\ud83c\uddfc /\ud83c\udde8\ud83c\udde6 Analyst, curator, researcher and emerging tech observer. I'm obsessed with with future topics such as A.I, robotics, quantum computing, startups, investing, venture capital, business and technology trends. Self-made, no PhD. Strong opinions.

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