NVIDIA’s Extraterrestrial Announcement
If NVIDIA hits the scale Jensen Huang is signaling, we’re no longer talking about incremental growth in data center...
Nick Rokke
Senior Analyst
Nick Rokke is an analyst with Brownstone Research. He graduated college with an accounting degree before starting his career at a Big Four accounting firm.
Later, he joined a hedge fund accounting firm, where he discovered how some of the world’s most successful (and unsuccessful) hedge funds traded.
Nick then took the chartered financial analyst (CFA) tests – the gold standard for financial analysts. After passing all three tests the first time (something only 9% of CFA candidates do), he earned his charter.
Today, he uses his analytical and market expertise to support the research efforts of Brownstone Research.
Latest from Nick Rokke
The Iran Oil Shock: Why Market Fear May Be Setting Up the Next Rally
Over the past week, the conflict with Iran has escalated dramatically. And the most critical chokepoint in the global...
Earnings Reveal the Real Strength Behind the AI Economy
Earnings season is in full swing…
The Great Reindustrialization: How AI Is Rebuilding America
Up until now, AI developers have been able to squeeze their workloads into existing infrastructure. That era is over.
OpenAI’s $115 Billion Cash Burn Is Just the Beginning
OpenAI’s $115 billion cash burn isn’t just an OpenAI story…
Earnings Season Update: The Untold Winners of the AI Spending Wave
As well as a quick update on earnings season, I want to share one overlooked segment of the AI...
