#317 En ARM Och Ett AI-ben Market Makers podcast

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#317 En ARM och ett AI-ben

8M ago 49:56

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I dagens avsnitt grottar vi ned oss i infrastrukturen bakom AI och datacenter - vad kan man egentligen investera i förrutom $NVDA och andra MAG7 bolag? Jo, allt annat som ska in i datacentret! I detta fall pratas “Coherent Optics” och bolaget Ciena $CIEN. Dessutom blir det en uppdatering kring uran $KAP $CCJ

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Tidsstämplar:

02:02 Uran $U.UN $CCJ $NATKY
07:10 Teknik vs Energi $MSFT $NVDA $ARM
23:07 Datacenter
26:46 Ciena Corp $CIEN

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Twitter: https://twitter.com/marketmakerspod

Kontakt: podcast@marketmakers.se

Hemsida: https://www.marketmakers.se/

Niklas och Fabian finns förstås också på Twitter:

https://twitter.com/alden_niklas

https://twitter.com/franzen_fabian

Hosted on Acast. See acast.com/privacy for more information.

… continue reading

357 episodes

#Market Makers #Handel #Affärer #Tech #Investing #Stocks #Stock Market #Börsen #Aktier #Investeringar #Finans #Finance

Artwork

#317 En ARM och ett AI-ben

13 subscribers

published 8M ago

Share

MP3•Episode home

Content provided by Market Makers. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Market Makers or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

I dagens avsnitt grottar vi ned oss i infrastrukturen bakom AI och datacenter - vad kan man egentligen investera i förrutom $NVDA och andra MAG7 bolag? Jo, allt annat som ska in i datacentret! I detta fall pratas “Coherent Optics” och bolaget Ciena $CIEN. Dessutom blir det en uppdatering kring uran $KAP $CCJ

----

Tidsstämplar:

02:02 Uran $U.UN $CCJ $NATKY
07:10 Teknik vs Energi $MSFT $NVDA $ARM
23:07 Datacenter
26:46 Ciena Corp $CIEN

-----

Twitter: https://twitter.com/marketmakerspod

Kontakt: podcast@marketmakers.se

Hemsida: https://www.marketmakers.se/

Niklas och Fabian finns förstås också på Twitter:

https://twitter.com/alden_niklas

https://twitter.com/franzen_fabian

Hosted on Acast. See acast.com/privacy for more information.

… continue reading

357 episodes

#Market Makers #Handel #Affärer #Tech #Investing #Stocks #Stock Market #Börsen #Aktier #Investeringar #Finans #Finance

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