Get up to speed on this week's biggest tech news in less than 15 minutes with me and @meghamama on today's ep of @Marketplace Tech Bytes!
ft META/MSFT earnings, AI workers' call for guardrails, and why your fav reality show is coming soon to Youtube
feeling pretty good today that the biggest position i initiated when i was portfolio manager of my college investment fund in 2018 was to buy $MU
to be fair though, also looked at $NVDA and passed, thinking the gaming market was too niche 😁
love @AnjneyMidha's take comparing GPUs to mangoes on today's @theinformation subscriber call on AI infra hosted by @anissagardizy8.
he says some batches of vera rubins aren't yet ripe...but once they are, everyone will want them! 🥭
i laid out my bull case for MercadoLibre ($MELI) last month. then last friday, Michael Burry of "big short" fame did the same.
since then, the stock is down another ~17%.
this is one of the most misunderstood companies and a crazy obvious buying opp, imo. here's why ⤵️