The TL Podcast for July 8th: Reckoning with the AI trade Worrying about Nvidia’s upside, questioning Tesla’s turnaround, debating Micron Technology’s spending, and picking software winners https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-july-8th-reckoning-with-the-ai-trade
… Or catch it on Apple Podcasts: http://
bit.ly/40HBLJg $NVDA

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