Olena Levchun @OlenaL: "Dear Copiers & Followers, August looks..."

Switzerland

Dear Copiers & Followers, August looks set to close slightly in the green again in spite of today's tech stocks and $BTC being down 📈🍀. Not a blowout, but steady steps forward are always welcome! ⚡ 𝗡𝘃𝗶𝗱𝗶𝗮 𝗽𝗹𝗮𝘆𝘀 𝗰𝗵𝗲𝘀𝘀 𝘄𝗶𝘁𝗵 𝗖𝗵𝗶𝗻𝗮 🎭 $NVDA (NVIDIA Corporation) is navigating tough geopolitics. After Trump’s deal to skim 15% of Chinese AI-chip sales, Beijing pushed back by discouraging local firms from buying Nvidia’s H20 chips. Production was even paused. Still, with demand for AI chips running hotter than ever, analysts expect Nvidia’s revenue to stay strong, though the China question hangs like a storm cloud. 💸 𝗜𝗻𝘁𝗲𝗹 𝗴𝗲𝘁𝘀 𝗮 𝗰𝗮𝘀𝗵 𝗶𝗻𝗳𝘂𝘀𝗶𝗼𝗻... 𝗼𝗿 𝗮 𝗹𝗶𝗳𝗲𝘀𝘂𝗽𝗽𝗼𝗿𝘁? 🏥 $INTC (Intel) received nearly USD 9B from the U.S. government in exchange for a stake. Great headline, but analysts warn it won’t solve Intel’s core problem: a lack of big customers for its newest chip-making process. Without them, the foundry business could stay stuck in the slow lane, despite the patriotic PR spin. 🌱 𝗔𝗜 𝗴𝗼𝗲𝘀 𝗴𝗿𝗲𝗲𝗻-𝗰𝗼𝗻𝘀𝗰𝗶𝗼𝘂𝘀 💡 $GOOG (Alphabet) revealed just how much energy Gemini eats up: one query = nine seconds of TV time, plus a few drops of water. Sounds small, but multiply that by billions of prompts and you’ve got the power use of a city. Google says its models are getting more efficient, yet the environmental footprint of AI is something we all need to watch closely. Wishing you all a great end of summer (for those in Northern Hemisphere), Olena

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