Betting on Supply Bottlenecks
3:51–4:32 · 42s
Rasgon details how investors skipped obvious AI names and surged into less-known "bottleneck" plays, leaving Nvidia surprisingly behind the sector’s rally.
3:51–4:32 · 42s
Rasgon details how investors skipped obvious AI names and surged into less-known "bottleneck" plays, leaving Nvidia surprisingly behind the sector’s rally.
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