Nicholas Mugalli
@RealNickMugalli
Institutional TMT research, made public. AI, semis, data & macro. Daily pre-market brief. Full research reports on Substack
Joined October 2021
1.2K Following 29.3K Followers
Jensen Huang signed a 1080 Ti. A card that launched in 2017 and is still being talked about in 2026. No other GPU in history has stayed relevant that long.
The 1080 Ti became a symbol. The card that made a generation of gamers, developers, and researchers fall in love with NVIDIA before anyone knew what AI infrastructure even was. Cult like starter lol
Show more
$SOXX AI Semis Are Going a Lot Higher. Here Is Where to Be Positioned...
