Nicholas Mugalli
@RealNickMugalli
Institutional TMT research, made public | daily Pre market brief + closing brief, trade alerts, earnings. Economics | Data, AI, semis & macro alpha |policy play
Joined October 2021
1K Following 11.6K Followers
Ahead of COMPUTEX, the two most important CEOs on the planet right now Jensen Huang and TSMC CEO C.C. Wei, having dinner together and celebrating decades long partnership
FYI, $NVDA accounted for 20% of $TSMC revenue $40B dollars and they don’t have a a single legal agreement 🤯
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Jensen Huang is currently in Taiwan. In the video, he and his family finish dinner at a restaurant, pack up the leftover food to take home, and warmly sign autographs for fans before leaving
What a simple man
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