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Inventive_Investing

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NVDA·over 1 year agoEnterprise Hardware Segment To Drive Sales As AI Takes Over

On point with the opening BLUF… Only things I would add are NVDAs race for SMRs & MMRs nuclear capabilities to power those data centers. Key to succeeding is partnership with well established, funded and proven US nuclear companies.

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HII·over 1 year ago20% Throughput Improvement And Workforce Investments Will Drive Success

With the U.S. in a Great Power Competition with China and a Defense “heavy” Trump administration, expect contracts for naval ships to increase. Another factor to consider is the revamping of acquisition in the federal government, as the incoming administration vows to cut bureaucracy and streamline government contracts.

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