"I’m Revising My NVIDIA Forecast For July — The Data Just Turned" - Tom Lee

Transcript

AI is actually has use cases like replacing workers. So you have true dollars for a company to measure how much they're saving. And so until we get to the point where AI doesn't save you any money, right, then it's a bubble, but most cases right now and it's not just about selling to the consumer and getting people to pay you to basically give st... Read More