Name: Dietze: SMCI Alternative to NVDA, A.I. Evolution Beneficiaries
Uploaded: 2025-03-04T20:37:03.851-06:00
Duration: 7 min 5 s
Description: David Dietze returns to the NYSE set to offer a macro perspective of the markets. On the A.I. front, David lists Supermicro (SMCI) as another way investors can play into Nvidia (NVDA). He says the company's role in A.I. data center buildout will make it essential in Nvidia's growth. David later discusses the state of the U.S. economy and its correlation to Europe.

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David Dietze returns to the NYSE set to offer a macro perspective of the markets. On the A.I. front, David lists Supermicro (SMCI) as another way investors can play into Nvidia (NVDA). He says the company's role in A.I. data center buildout will make it essential in Nvidia's growth. David later discusses the state of the U.S. economy and its correlation to Europe.

Dietze: SMCI Alternative to NVDA, A.I. Evolution Beneficiaries

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