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39:24LONG
“Chinese companies are really capable, and China's economy has grown by an average of something like 9% over the 20 years, and what has been happening to…”
@Invest Like the Best
ByteDance and Alibaba throw off huge cash but stay cheap because the Party can smite them and Taiwan risk looms.
BABALONG@ $162.45
$124.23-23.53%
since call Oct 16
73:27LONG
“Today, I think that the US still has a decisive lead on most aspects of artificial intelligence, mostly because it has the compute resources here. It has the…”
@Invest Like the Best
US still leads AI on compute, but China's power buildout and talent make the next 5 years a toss-up.
NVDALONG@ $182.91
$199.66+9.16%
since call Oct 16
peak +18.9%
TIMESTAMPS
39:24
73:27