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What $NVIDIA(NVDA.US) earnings and guide tell us about the state of AI:
➡️AI’s collective “brain” (GPUs in use) is going to be bigger than we thought three months ago.➡️The bigger the AI brain gets, the more use cases appear. ➡️The more use cases that appear, the stronger the AI investment cycle becomes. ➡️The stronger the investment cycle, the longer the AI trade marches on.Source: Gene Munster
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