Nvidia dominates AI infrastructure with 94% market share, robust margins, and a $3-4T GPU TAM, balancing strong growth and ...
Nvidia and Palantir have been big winners in the AI trade, but Wall Street expects one of the stocks to decline in the next ...
Of all of the hyperscalers and cloud builders, Meta Platforms has always been the one that we expected to design and have ...
About 85% of users use Facebook, so Meta Platforms is still a single-product company, but at least some users are expanding ...
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