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Nvda Earnings
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2:22
YouTube
Nicholas Crown
"Chip inferno" After the close update
NVDA proves to be sole survivor in AI, everything in the rest of the complex lackluster or lower with software emerging the unlikely winner today in a high rate environment. We ran NVDA into the print, and in-line with Goldman's prime book, we haven't seen direction in the rest of tech for a few weeks, and shifted from broader exposure to one ...
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