Nicholas Mugalli
@RealNickMugalli
Institutional TMT research, made public. AI, semis, data & macro. Daily pre-market brief. Full research reports on Substack
가입 October 2021
1.2K 팔로잉 중 29.3K 팬
Satya Nadella just laid out what $MSFT next decade looks like.Custom silicon. AI baked into Windows. A developer box built with NVIDIA. Reasoning models. And more data center capacity added in 18 months than Azure built in its entire first decade.
A decade of infrastructure in 18 months. Jensen Huang joined from Taiwan at 3am to appear at Microsoft Build. This guy is a machine. It’s a joint venture on the future of computing.
Bullish
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Broadcom $AVGO Is Not a Chip Company Anymore. That Is Why the Street Keeps Getting It Wrong...
