NVIDIA
Enduring value guardianThe AI stack is being rebuilt and IBM’s legacy stack isn’t in it. Budgets arenu’t coming back to mainframes once they’re reallocated to Nvidia, AMD, and cloud infra. This isn’t a pause, it’s permanent share loss. Worst day ever could become a new normal until they prove AI relevance.
☕️ [Task Coins Giveaway] Daily Market Talk — Cool CPI Lifts Chips, IBM Craters 25%
Inflation finally broke the market's way. June CPI cooled hard to 3.5%, the biggest monthly drop in six years, gutting July hike odds and sending chips flying. But it was a split tape: JPMorgan and Go...
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