Is Cerebras (CBRS) The Bubble, NVDA, AMAT & AI's Real Winners | Ep. 42
Futurum Equities Podcast
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58m
AI infrastructure dominance, Cerebras IPO froth, and AMAT blowout earnings. Watch as we break down why picks-and-shovels (AMAT, ASML, MU) outperform speculative bets, detail NVIDIA's pre-earnings pressure ($90B+ guidance needed), and reveal our top 3 SaaS conviction names: CRWD, NOW, and SNOW.
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