Nvidia, AI, Chips and Energy

In advance of Nvidia's earnings call, I look at the period of late May 2023, when the stock rose from $300 to $400, and now $950 a share. Nvidia announces May 22, after which stories will fly. This is all a humbling journey. And shout out to ‪@SeekingAlpha‬ in advance of #SAinvestingsummit
See also:
seekingalpha.com/article/4694...
I had produced a series of articles and videos anticipating the developments of the year. Now, I play forward some of the keys ideas and developments from my energy lens.
Also discussed are:
- Increased power demand from utilities and other sourcings;
- Increased data centers requiring power;
- Disruption and decentralized approaches;
- Breakthroughs, platforms, uses case and more.