Investing visuals - Recap week 22

Investing visuals - Recap week 22
Premium and Supporter tiers

A new position: my asymmetric bet on edge data center energy

A new position: my asymmetric bet on edge data center energy
members only

Palantir

Palantir

Alphabet

Alphabet
paid only

Micron

Micron
members only

NVIDIA

NVIDIA

How NVIDIA makes money

How NVIDIA makes money

How AMD makes money

How AMD makes money
members only

Credo

Credo