Leads UBS research on AI semiconductors, covering Nvidia, AMD, memory, and the broader AI hardware supply chain.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Inference token generation is now the production phase of AI and drives revenue across Nvidia, hyperscalers, neoclouds, and memory companies; training was just R&D. Fast inference market for coding is a significant and growing segment.