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AI's Winners, Losers and Wannabes: An NVIDIA Valuation, with the AI Boost!

Musings on Markets

From 2001 to 2020, revenue growth at semiconductor businesses has dropped to single digits, as higher demand for chips in new uses has been offset by loss of pricing power, and declining chip prices. Sustained Profitability, with Cycles! While revenue growth has picked up again in the last three years, the business has matured.

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2:00PM Water Cooler 2/2/2023 | naked capitalism

CFO News Room

Anti-vaccine sentiment has exploded on the right, and DeSantis has seized its leadership. ‘I Stay safe out there! * * * • “China Covid: Coffins sell out as rural losses mount” [ BBC ]. Advertising: “Fame: Brands wanna live forever” [Bob Hoffmann, Campaign ]. “If It’s easy to imagine a future without corrupt a s.