๐จ $1.6 Trillion CHIP WAR: Tesla vs. Nvidia โ๏ธ & Best AI Stocks to Own! ๐๐
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๐ JOIN THE FAMILY: http://www.patreon.com/investanswers ๐ IA MODELS: https://investanswers.io/indicators ๐๏ธ IA RETIRE ON: http://www.investanswers.io/product/retireon ๐ง FREE INVESTOR QUIZ: https://investor-profiler.investanswers.io ๐ฌ IA NEWSLETTER: https://investanswers.substack.com ๐ช IA CRYPTO COMPENDIUM: http://investanswers.io/crypto-compendium โ๏ธ IA SCP Profiler: http://investanswers.io/scp-profiler ๐ TradingView Referral: https://www.tradingview.com/?aff_id=27663 DISCLAIMER:ย InvestAnswers does not provide financial, investment, tax, or legal advice. None of the content on the InvestAnswers channels is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. InvestAnswers (James) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss.ย Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions. 00:00 Introduction 01:45 Chip Wars - IA Setting the Stage 04:18 Jensen Claims the CHIP WAR Throne 05:09 The Software Moat 05:38 Jensenโs Open Challenge 06:39 Nvidiaโs Empire Today 07:19 The China Fracture 08:13 The Bottleneck - TSMC 09:17 Challengers From The Cloud 10:21 US has 46% of Data Centers 10:33 Top Profit Growers on Earth 11:31 The Chip Players 12:43 Elon Enters The Arena 13:56 AI4 vs AI5 and AI5 is now Complete 14:53 The Tesla AI5 Physics Advantage and Cloud vs Edge Intelligence 18:28 Even Jensen Sees Whatโs Next - Physical AI Wave 19:08 UBS: "Tesla is still โLeader in physical AIโโ 19:23 Terafab Production Power and The Terafab Size - 100M Sq Ft Under Construction 20:08 TeraFab View from the Moon 20:44 Tesla partnering w Intel on TeraFab Ramp and Intel Have D3 Radiation Hardening Chops 21:36 Semis to 1.6T - 55% CAGR for AI/Storage Chips 22:39 Silicon Supremacy Metrics 24:02 The IA Outlook - Everyone Needs Chips!
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