SaaSpocalypse Now
Sondov Engen(@sen)
Will everyone build their own software in the future? The markets think so.
NVIDIA - Performance & Events
Sondov Engen(@sen)
Nvidia vs mega-cap peers, YTD performance with earnings indicators
US Semis to the moon
Sondov Engen(@sen)
Selected U.S. semiconductor leaders, normalized YTD performance
Hacker Havoc
Sondov Engen(@sen)
Replaced by AI or more important than ever?