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Chart Check: Small Caps + Yields + Semis | MRKT Call

RiskReversal Pod

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Stock market performance and customer concentration

Analyzing the recent stock movement and visibility of companies, highlighting volatility, gaps in charts, customer concentration, and its impact on stock movements. Also discussing the potential impact of AMD's new chips on Nvidia's market share, Tesla's efforts to lower car prices, and Twitter's decreased valuation and decline in ad revenue.

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