Jeffrey Emanuel

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▶ N0S Investor's videos on Jeffrey Emanuel

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Win rate by category

share of settled calls that proved right, in each category

Information Technology 0% 0 of 1

Where they stand

their own words, with a date and a source · calls resolved: 0 right · 1 wrong

In January 2025, would DeepSeek's cheap AI cut Nvidia's data-center growth?

This suggests the entire industry has been massively over-provisioning compute resources. ... Because whatever you thought you needed before these model releases, it's now a lot less.

Demand falls · said 25.01.25 on Blog: The Short Case for Nvidia · source

Wrongresolved 26.02.25

Track record

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