The BIG Picture - Not Your Buddy’s MEME
Driven by the Federal Reserve’s aggressive rate hike cycle and persistently high inflation, many...
Articles about Market Commentary (8)
10 Charts That Show Why We Believe Generative AI Is Not a Bubble
A market narrative has emerged that generative artificial intelligence (generative AI or GAI)...
Is Generative AI a Bubble? Our Answer is No
With ChatGPT becoming part of the average person’s daily lexicon and Nvidia’s 24% return the day...
The BIG Picture - The Bulls are Back in Charge
As calendars turn from June to July, everyone from seasoned strategists to casual market...
Generative AI Venture Capital Flood to Fuel Nvidia, AI Hardware Investment
As venture capital (VC) flows into generative artificial intelligence (generative AI or GAI)1...
The BIG Picture - June 2023
Based on the market’s reaction heading into the so-called “X date”, the debt ceiling debacle will...
Nvidia Leads Generative AI Chips But There’s More Than Meets the Silicon
Nvidia is far and away the leader in advanced semiconductors for artificial intelligence,...
Sizing up the Generative AI Opportunity: $120 Billion+ in Enterprise TAM
Generative Artificial Intelligence (GAI) is rapidly becoming one of the next disruptive...
What Are Large Language Models and Why Are They Crucial to Generative AI?
Authored by Matthew Kanterman and ChatGPT