S18E8: NVIDIA Beats and Avocado Supply Spurs Demand (Market Outsiders: May 29, 2025)
Strategy Simplified
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NVIDIA's Market Dynamics and Growth Prospects
This chapter explores NVIDIA's strong performance driven by its partnership with TSMC and the significant growth rates faced in the tech industry. It examines customer concentration risks and draws a compelling analogy between NVIDIA's market strategies and the California avocado market, discussing the implications for pricing power and sustainability.
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