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Analysts pointed out that Wall Street is focusing on the demand for ASICs (Application-Specific Integrated Circuits) from major Technology companies, which may be one of the reasons for the drop in NVIDIA Stocks. In the coming years, custom chips will gradually take market share from expensive GPUs in the applications of generative AI.
10xStockPicks OP : This is the correctly edited research report. Previous article has a few typos. Special thanks to Fund manager John for his notes. Please do your own research. I firmly believe ESPR will be a solid bet.