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VRA Letter: VRA Tech Insider; NVDA and AI Boom Just Beginning. Fed Day Meets Generational Bull Market. Bernstein; BTC is Going to $150k.

Good Wednesday morning. After Nvidia’s developer conference kicked off on Monday I asked VRA VIP and long-time tech insider “EM” if he would be share his thoughts with us. As you read this, know that EM has his been extraord ...

Posted On March 20, 20245 MIN Read
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Good Wednesday morning. After Nvidia’s developer conference kicked off on Monday I asked VRA VIP and long-time tech insider “EM” if he would be share his thoughts with us. As you read this, know that EM has his been extraordinarily bullish on the space for years, especially NVDA, and has never wavered; he’s not at all surprised by what’s happening with semis/AI and says we’re still early innings.

"Kip

I have seen some of the clips of Jensen... my views on NVDA are unchanged.

1) NVDA is the unrivaled leader in AI and will remain so

2) They not only make GPU chips, but also networking chips, and design the complete server system with advanced cooling and power technology and the Software stack

3) They are accelerating CPU chip rollouts (In the semi world if you are driving the treadmill - you win and competitors cant catch you.  Basically it is like what Intel did in the 1990s by building advanced architectures and getting into the most leading edge process technology (at ...

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