Jacob Bourne

perspectives

1. 1.US-China Relations
2. 2.US Economy
3. 3.Tech industry
4. 4.China Claims in South China Sea
5. 5.Political status of Taiwan
6. 6.Artificial Intelligence
7. 7.Datacenters
8. 8.Semiconductor industry

countries

1. 1.China
2. 2.United States

organizations

1. 1.Apple
2. 2.Deutsche Bank
3. 3.eMarketer
4. 4.FactSet Research
5. 5.Google
6. 6.Intel
7. 7.Meta
8. 8.Microsoft
9. 9.Nvidia
10. 10.Wedbush Securities

persons

1. 1.Dan Ives
2. 2.Henry Allen
3. 3.Jensen Huang

technicals

1. 1.Blackwell