Nvidia’s game changing Hunter Killer Submarine….A necessary trip into ‘Geekdom’…that…ALL…investors need to understand and file away…the industry gets it….Wall Street does not.

Bottom Line Top: I have made a big deal out of Nvidia’s ‘license’ acquisition of Groq…because it is…well…a big deal. $20bn is an interestingly large bunch of money…..as is the zero amount of comment from Nvidia Towers about the what and why of it. Generally I try not to take folks too deep into the...