The stock market believes Google is now winning the AI race over OpenAI, Nvidia ⊕
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Ohsung Kwon
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4 months ago
"Now, Gemini/TPU stocks trade at a premium relative to ChatGPT/GPU peers for the first time in nearly a decade," Wells Fargo's Ohsung Kwon said.
6 months ago
'Outside of AI, I'm not really excited about anything,' Wells Fargo Chief Equity Strategist Ohsung Kwon says ⊕
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Wells Fargo Securities Ohsung Kwon explains why he doesn't expect AI stocks are in a bubble.
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