If you have been following Nvidia of late, it seems to offers a dizzying array of products and solutions in industries ranging from self-driving tractors, medical scanning, folding proteins, robots running around, metaverse and of course, everyone’s favourite – Artificial Intelligence (AI). It still remains the Graphic Processing Unit (GPU) of choice for gamers. But…
Month: February 2023
Tesla & The Inevitability of EVs?
The fundamental question on Tesla is whether it is an Auto company or a Technology company. At this point, it would be safe to say that a large part of Tesla’s valuation is from the auto sales. Let’s look at the Auto Industry globally, the growth of Electric Vehicles and Tesla’s seemingly inexorable rise to…
Snowflake – Overvalued, but for a very good reason
In Sept 2020, long-term Warren Buffett watchers were surprised to learn that Berkshire Hathaway purchased shares of a ‘Cloud Company’ called Snowflake during its IPO debut. This action was atypical of Buffett – who famously eschews Technology Stocks as they are outside his ‘circle of competence’. Buffett also had a stated aversion to buying companies…