The Long-Term Bull Case for Nvidia, President Trump’s Firing Spree, and a Shipping Shake-Up 8/28/25
The Exchange
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Intro
This chapter analyzes NVIDIA's financial performance, emphasizing the risks associated with having a small number of clients responsible for a large portion of its accounts receivables. It presents a balanced view of the implications of customer concentration amidst a backdrop of rising AI investments and market changes.
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