AI Monetization: Goldman On 'Size Of The Pie' Versus 'Share Of The Pie' Worries

Equities overall remain the best game in town, according to top Goldman Sachs trader, Edoardo Lorenzo Greco (full report available here for pro subs), who noted that NVDA numbers and Jensen's always-optimistic message provided enough ammo for the AI bulls to stick to the trade: there’s a lot of compute scarcity and the only drag to faster revenue growth is the ability to manufacture more chips. 

However, while Semis and Software soared, the Broad AI basket ended the week lower...