Can Nvidia sustain its run rate free cash flow? How many customers will need to adopt Microsoft's Office Copilot to meet expectations? Where is Apple? Is AI actually helping accelerate drug discovery?
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Energy and Tech Valuation Roundup (e2403)
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Can Nvidia sustain its run rate free cash flow? How many customers will need to adopt Microsoft's Office Copilot to meet expectations? Where is Apple? Is AI actually helping accelerate drug discovery?