Nicholas Mugalli
@RealNickMugalli
Institutional TMT research, made public. AI, semis, data & macro. Daily pre-market brief. Full research reports on Substack
参加 October 2021
1.2K フォロー中 29.3K ファン
Dude if $NVDA is not willing to help $CRWV idk who would…
Jensen: we invested in them... ($NBIS $CRWV) that's different than backing them…expect them to work on their own to get the financing they need…
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