Rasgon: Memory Chips Having 'Mini-Deepseek Moment'
Stacy Rasgon, Senior Analyst of US Semiconductors at Bernstein Research, discussed the recent volatility in memory chip stocks and the…
Tag: Rasgon
Stacy Rasgon Says Nvidia (NVDA)-Open AI Deal Shows There’s ‘Shortage of Compute’ – ‘Customers Are Lining Up Years in Advance’
We recently published 10 Stocks Everyone’s Talking About As AI Investments Continue. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks…