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Jensen Huang is one of the OG tech entrepreneurs. Co-founding Nvidia in 1993, he led the company for over 30 years, making him one of the longest-tenured founder-CEOs in tech history and leading the AI revolution. Seeing someone who built that legacy face this level of intense public exposure over personal matters is tough to…
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As of Nov 3rd, $32 TRILLION in market value had been added to the S&P 500 since OpenAI released ChatGPT, and more than 1/2 of that gain came from just 10 companies, all linked to AI according to Bloomberg. Approximately 44% of US pension fund holdings or $610B are now tied up in technology sector…
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The market today reminded me of one my all-time favourite movie scenes from Braveheart, in which the English cavalry is bearing down on William Wallace (Mel Gibson) and his fellow Scots. The Scot’s tense up, along with the film’s viewers as the horses draw nearer while William shouts, “HOLD… HOLD… HOLD.” Wallace didn’t want his…