Janvier: The tech trade by and large is being driven by AI, and it's here to stay

ASML warning about growth. ASML a very key player when it comes to making chips for Nvidia and a whole bunch of other players. What does that say to you about this tech trade that we all I think a lot of people felt was kind of short up yesterday by Nvidia.Yeah, I think you know what we're seeing right now of course we're going to see some short-term eb and flows in terms of what's happening with the supply chain. But by and large u the story remains one driven by artificial intelligence and it's here to st ...