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The Future of the Rally 7/30/25

Halftime Report

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Investing Insights: TSMC, NVIDIA, and Market Strategies

This chapter examines the importance of TSMC in the AI chip sector and the differing views on stock investments, particularly in relation to TSMC and NVIDIA. Additionally, it discusses strategic cash management, the performance of Visa, and the idea that no stock should be seen as a permanent investment.

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