TwitterXDownload
@KobeissiLetter
Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: support@thekobeissiletter.com
The story of the day: Alphabet, $GOOGL, is now up another +4% and Nvidia, $NVDA, is down -4% on concerns over increased competition. This comes after reports that Meta is considering using Google’s AI chips over Nvidia’s. So, is this really that bad for Nvidia? The reality is… https://t.co/Mz2xh25Kat