This post is quite magnificent -> Error i.e. https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda

Title: The Short Case for NVDA

Author: Jeffrey Emanuel

Why is it Magnificent?

1. It’s very balanced. A believer who has a natural tendency to be a skeptic/contrarian
2. Experience with AI technology on a ‘uses it every day basis’. Very rare to find
3. Experience (10 years) working with Short and Long Hedge Funds. Almost impossible to find among AI technology people
4. Well written
5. Actually makes a decent Bear Case for NVDA
   • Though it made me realize that NVDA might be BEST positioned out of all companies to take advantage of AI
6. Ends up making a Bull Case for NVDA
7. Has crazy timelines i.e. AI will transform EVERYTHING in 5 to 10 years
   • Even the Internet is still doing the ‘transformation’ it was supposed to do. AI is barely touching every day people’s lives yet
8. Thinks AI is the biggest transformation since the Internet
   • Agree with this, though it does sound crazy when we have had things like Mobile Phones in the interim
   • You could also argue that things such as Mobile Internet, India’s UPI, China’s Social Score, Social Media, App Stores have had way more impact on people’s lives than AI has had/might have
9. A balanced take. Can’t argue how important it is to have balance in a world split between
   • People who think AI is the new Bubble
   • People who think AI is going to upend civilization

So an article you definitely MUST READ -> https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda