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SNAP melts down, Disney earnings, Big Tech breakdown with Dan Ives and Alex Kantrowitz

The Compound and Friends

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NVIDIA's Valuations and Risks

The speaker discusses Barclays' note on NVIDIA's valuations, highlighting the potential risks the company faces, such as moderating demand growth and rising competition. They also mention the concentration of revenue from only five customers and discuss the credit analyst's view on NVIDIA's balance sheet.

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