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Clark Tang

investing @ altimeter //
be humble, never stop learning // no investment advice

@jason (@Jason) started following @_clarktang on Oct 14, 2024

Clark Tang

@_clarktang

389 Following • 5.3K Followers

investing @ altimeter // be humble, never stop learning // no investment advice

One of the coolest things about Altimeter is how open @altcap encourages us to be with our research process. In this interview w/ Jensen we asked him the questions we (as analysts) wanted to know - and sharing it with the community Some of my takeaways: 1/ Nvidia is a full

214.5K views • 669 likes • 2 months ago

$AMD increases/extends estimation on AI accelerator TAM to $500B in 2028 - growing upwards of 60% CAGR https://t.co/yNE37aVoB8

2.9K views • 19 likes • 3 months ago

@jason (@Jason) and Jeff Richards (@jrichlive) started following @_clarktang on Oct 14, 2024

Clark Tang

@_clarktang

389 Following • 5.3K Followers

investing @ altimeter // be humble, never stop learning // no investment advice

One of the coolest things about Altimeter is how open @altcap encourages us to be with our research process. In this interview w/ Jensen we asked him the questions we (as analysts) wanted to know - and sharing it with the community Some of my takeaways: 1/ Nvidia is a full

214.5K views • 669 likes • 2 months ago

$AMD increases/extends estimation on AI accelerator TAM to $500B in 2028 - growing upwards of 60% CAGR https://t.co/yNE37aVoB8

2.9K views • 19 likes • 3 months ago

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