$NVDA, $META and $SPGI have good prices, right?

Should we buy, or wait?

We're already buying $SPGI and we want an even better price for $META and $NVDA. Is that right?

Are you still buying more now despite the massive run-up of many AI companies, or are you hoarding cash for a time when it all crashes?

Pinterest bets $4 billion on Amazon.

$PINS Pinterest has signed a five-year, $4 billion contract with $AMZN — the largest infrastructure commitment in the company’s history. Graviton and Trainium chips, a full bet on AI.

But the real story is with Amazon. Its chip business generates over $20 billion annually and is growing at triple-digit rates. Trainium2 offers a 30% better...
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Broadcom $AVGO ran into the classic problem of "expectations that were too high." The numbers on paper looked good - revenue of $22.19 billion slightly above consensus, earnings per share of $2.44 above estimates, and revenue guidance for the next quarter even higher than the market expected - but the key was in the AI-related details.

Investors had set the bar for AI chips...
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