When AI becomes the only thing that matters

Read Time: 
43 min
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As the team's Capital Markets Analyst, Jacob conducts market and investment research and assists in the development of business strategy to serve our clients more effectively.
May 31, 2023

Nvidia climbed 26% post earnings, the tech sector is over 30% higher on the year, tech companies and building their own chips with US chipmakers, and AI is being talked about as a platform shift. It is clear the game is changing, but how?

On this week’s episode Tom, Jacob, and Dan talk about the change in AI, Microsoft’s Build conference, Nvidia’s stellar day, Apple’s lag and chip deal with Broadcom, Q1 earnings by the numbers, and how the rule of 72 needs to be understood by investors.

Email us at laminatemoneypodcast@fjellcapital.com for questions or suggestions for future topics.


The rule of 72.

What Went On

Quote of the Week

“We say ‘no’ to almost everything” - Eddy Cue of Apple on their success.

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