** 48hrs in Chips…What they do matters for direction of travel….Generalists take note….NB) Lattice….NVDA…and Meta

Bottom Line Top: It is no secret that so far in the ‘AI Gold Rush’ that Jensen has been the biggest recipient. Sure a few others have made out like bandits…..but the big winner is NVDA. Thats why everywhere you look consumers of silicon are spending money on ways to avoid ‘Paying the Nvidia Tax’....

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