Aug. 27 at 7:43 AM
$NVDA $ANF $GOOGL $RUM $NOK Nvidia benefits from AI-computing demand, Abercrombie benefits from apparel demand, Alphabet benefits from advertising, cloud, and AI, Rumble benefits from digital-media engagement, and Nokia benefits from telecom and network investment. I'm watching AI capex, consumer spending, ad growth, user engagement, and telecom spending.