Thinking
If the U.S. does not win on AI, the emerging China alliance will
Geoff Lewis
CNBC Squawk Box
![If the U.S. does not win on AI, the emerging China alliance will](images/thinking/us-ai-win.webp)
You can’t think about Nvidia without thinking about Taiwan
Geoff Lewis
CNBC Squawk Box
![You can’t think about Nvidia without thinking about Taiwan](https://uploads-ssl.webflow.com/627d506c7eaa4b61099d9d1e/64e8ad0b5ed3b63d9074f0ee_CleanShot%202023-08-25%20at%2023.30.19%402x.png)
Financial Nihilism and What Comes Next
Geoff Lewis
Youtube
![Financial Nihilism and What Comes Next](https://uploads-ssl.webflow.com/627d506c7eaa4b61099d9d1e/62c65d2a49c97370853fcacb_1%20-%20financial%20nihilism.jpg)
A.I. is a major catalyst for the reopening of the IPO market
Geoff Lewis
CNBC Squawk Box
![A.I. is a major catalyst for the reopening of the IPO market](https://uploads-ssl.webflow.com/627d506c7eaa4b61099d9d1e/6479f92d715af9368b119cdf_Screenshot%202023-06-03%20at%2012.13.07%20AM.png)
I think Apple and Google are ‘quite vulnerable’
Geoff Lewis
CNBC Squawk Box
![I think Apple and Google are ‘quite vulnerable’](images/thinking/tech-inequality.webp)
Incumbent tech companies will benefit most from A.I. craze
Geoff Lewis
CNBC Squawk Box
![Incumbent tech companies will benefit most from A.I. craze](https://uploads-ssl.webflow.com/627d506c7eaa4b61099d9d1e/63f41b94811069066ac34646_squawk-box-2023%20(1).png)
Mega Tech Platforms Tend To Be The Most Profitable
Geoff Lewis
CNBC Squawk Box
![Mega Tech Platforms Tend To Be The Most Profitable](https://uploads-ssl.webflow.com/627d506c7eaa4b61099d9d1e/634462cbb45f4ee8bea3d2d9_download.jpg)
The End of Techno-Optimism
Geoff Lewis
Temp Check
![The End of Techno-Optimism](https://uploads-ssl.webflow.com/627d506c7eaa4b61099d9d1e/641d6468486279489219ea0a_Compiled%20-%20no%20box0203%20(1).png)
Microsoft is ‘massively undervalued,’ says Bedrock Capital’s Geoff Lewis
Geoff Lewis
CNBC Squawk Box
![Microsoft is ‘massively undervalued,’ says Bedrock Capital’s Geoff Lewis](https://uploads-ssl.webflow.com/627d506c7eaa4b61099d9d1e/63db99677b0547029b03bdb6_Screenshot%202023-02-02%20at%2010.06.37%20PM.png)