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Joel South

NVIDIA Robs All of Big Tech. Except Apple

Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company’s income statement. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction)…

Joel South · 5 months ago

NVIDIA Wins. America Loses

In a move that crystallized just hours before President Donald Trump touched down in Beijing for his May 14-15 summit with Xi Jinping, the United States quietly approved roughly 10 Chinese firms to purchase…

Joel South · 5 months ago

After 19 Years: Google Will Get Its Ultimate Revenge on Apple

In January 2007, Steve Jobs walked onstage at Macworld and detonated the mobile strategy of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction). Google had been building a BlackBerry clone. Within months, Andy Rubin’s team scrapped…

Joel South · 5 months ago