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sgdidache wrote a post · Feb 23, 2023 09:16

If you're a picks and shovels investor, buy GPU chipmakers l...

If you're a picks and shovels investor, buy GPU chipmakers like Nvidia, AMD, and data centers. If more interested in customer side offerings, buy Alphabet, Microsoft, Salesforce and others with access to large databases, cos that's what GPT/AI needs.
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    sgdidache
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