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The Record Run 7/15/25

Halftime Report

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Navigating NVIDIA's Market Landscape

This chapter explores NVIDIA's market position amidst concerns regarding its operations in China and its soaring stock performance. It examines the complexities of investing in this growing tech giant while speculating on future revenue opportunities and the broader semiconductor industry's trends. The discussion also highlights the strategic dynamics between the U.S. and China, the implications of tariff policies, and energy investments critical for sustaining technological growth.

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