Asit Sharma
speaker
746 appearances
7 recordings
1 series
first heard Nov 2025
last heard 27 Jan
Asit Sharma’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in Jan 2026 with 3.
Appearances
Investors are naturally looking now to suppliers within the spectrum of the value chain that exists between your keyboard, where you input a query, and your screen.
or you get the response back from chat GPT.
What happens in between?
It's not all about the GPU makers.
Yes, valuations are elevated.
They feel dangerous to me right now.
Let's make sure we're clear about risk here.
Since we commented on these high-bandwidth memory providers in the survey,
have been under this acute supply chain shortage.
Since we mentioned, they've really run up even more.
I hesitate even to talk about Omicron, but there you have it.
Be careful out there.
Overall, I think there's going to be many investable opportunities outside of the GPU builders or the cloud hyperscalers that make up the rest of big tech.
Think Amazon, AMZN, Microsoft, MSFT, or Alphabet, GOOG, over the next few years.
That's why we want to think in holistic terms about a whole industry that's being built up.
Sure.
I have some rules.
My first personal rule is to stay invested in the AI leaders.
I own many of the companies I just mentioned, but especially those bigger names like Nvidia, AMD.
Avoid concentrating on any single idea.
Showing 261–280 of 746 · page 14 of 38
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