Horace Dediu@asymco7分How to spot a Black Swan (as applied to Nvidia)L’État, c’est moiasymco.comから1246
Horace Dediu@asymco2時間The fact that the result of Microsoft 365 becaming Microsoft 362 is a 1% share price haircut shows how concentrated Microsoft has become.2131189
Horace Dediu@asymco11月12日“Evercore ISI downgraded Nvidia from outperform to in-line and slashed its price target from $465 to $186.” Analysts be analyzing.24183763
Horace Dediu@asymco11月10日The question has to be asked: when will Apple split its stock? I’ve said $300 was when you start to think it’s possible.6234970