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- Oct 28 The party continues in AI with Nvidia leading again
Oct 28 The party continues in AI with Nvidia leading again
$CLS $CDNS $LULU
Market
“It's almost as if the Government shutdown does not affect most of the economy with 28 days of no progress. This is surprising to most economists” 😊 😋

Markets rocked up on AI news
The new Nvidia chips (Blackwell) are being manufactured in Arizona, compared to a year ago they were only in Taiwan. Both $TSM ( ▲ 1.1% ) and $NVDA ( ▲ 4.98% ) have been working on the fab for years and finally they have something to show for it.
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Insights from the portfolio
Video of the day
Today’s video is on LuluLemon $LULU ( ▼ 0.78% ) the leading apparel and sportswear company.


