Nicholas Mugalli
@RealNickMugalli
Institutional TMT research, made public. AI, semis, data & macro. Daily pre-market brief. Full research reports on Substack
加入 October 2021
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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
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$SOXX AI Semis Are Going a Lot Higher. Here Is Where to Be Positioned...
