Thursday smoked both of them. $BE down 16% even after landing a 900 MW deal with NTT DATA, $NVDA down 9.3%. Friday they both bounced, and the power play actually bounced harder. Chips get all the hype, but data centers don't run without power on site. I own $NVDA and just started $BE, so I'm watching both. Which side of the AI buildout wins, the chips or the power? Where do you stand?
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2 Comments
nonya @nonyabusiness69 · 45m
I think Democrats won't sleep until they stop AI ventures entirely
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