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Nvidia Joins the Dow, Warren Buffett's Berkshire Hathaway has $325B in Cash

The Rundown

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Buffett's Cash Strategy and the Semiconductor Supply Chain Dilemma

This chapter explores Warren Buffett's large cash reserves and their implications for his market strategy amidst a potential downturn. It also examines U.S. government efforts to reduce Chinese dominance in the semiconductor supply chain, focusing on the challenges faced by American chip toolmakers in adapting to new regulations.

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