Beachman’s Investing Brief

Beachman’s Investing Brief

Portfolio

Nvidia is ready to ramp up into new SaaS markets

Portfolio: This quarter confirmed that the launching pads are locked and loaded

Beachman🏖️☀️'s avatar
Beachman🏖️☀️
Feb 17, 2022
∙ Paid

Nvidia is the king of the semiconductor space - creating the best chips and software to enable three growing themes that have secular tailwinds behind them - Cloud migration (data center buildout), m…

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