Reposts from @HighwaterCap | teapawt

Highwater Cap retweeted

@sean_________Oct 19

JPM u/g $INTC:

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Highwater Cap retweeted

P Equity Research 📰

@pequityresearchOct 13

J.P. Morgan is forecasting a ~300GW shortfall in global AI compute by 2031E. $NVDA $AMD $GOOGL $MSFT $META $AVGO $AMZN

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Small Cap Snipa

@SmallCapSnipaOct 12

JP Morgan projects a ~300 GW shortfall in global AI compute by 2031E Chips + Power + Infrastructure $NVDA $MU $NBIS $CRWV $BE $IREN $GEV

Image from Small Cap Snipa (@SmallCapSnipa)

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