Arvind Srinivas
@glocalinvestor
Independent Analyst | Global equities | Derivatives | Wealth mgmt. |
NFA. DYOR.
My deep-dives in Substack. Link below.
542 Following 5.6K Followers
$NBIS has raised its rental prices consistently across all generation of GPUs
Good write up from @Beth_Kindig Do check it out
Bernstein shared AI server supply chain
$AVGO $TSM $NVDA $SKHY $MU $AMZN $AMD $PWR $SMCI
