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NZS Capital Part II: What’s Going on in Today’s Markets? (Plus more Semiconductors!)
ACQ2 by Acquired
Vidia - The Most Creative Leader in Sommy Conductor
Vidia is a really special company that we feel like we want to own for ten years. There's still a ton of optionality in the stock fom. I think it's worth making a point over all on why do we have all these trillion dollar companies, or these companies that could be trillion dolar companies?
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