Reinier Dobbelmann – semiconductors, AI and investing in technology

from The Monday Call · host New Zealand Funds Management Limited

Reinier discusses semiconductors, Nvidia’s market position, and why AI can be likened to a bullwhip. Accurate as at 7 August 2023. Past performance is not necessarily an indicator of future returns.

Episode metadata supplied by the publisher feed · Published Aug 15, 2023

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Reinier Dobbelmann – semiconductors, AI and investing in technology

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