#creatorsearchinsights #tradingthisweek Hi class! So the big news moving the stock market is of course around AI tech. I find this one interesting as in the stock picking world, opportunisties are potentially found when we find a gap… more specifically, the company that fills that gap… especially if there is demand. In the AI world that is compute and capital. NVDA was supplying both which raised concerns of circular capital but now compute has been labeled as an asset class… here is a breakdown of what that means. I also explain hyperscalers, Capex, free cash flow, operating cash flow and a bunch of other terms.
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