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Tick Tock for TikTok? + Funders & Founders w/ Matt Turck & Florian Douetteau CEO of Dataiku | Okay, Computer.
On The Tape
Analysis of Valuation Disparities and Risks in the Chip Industry
Exploring the premium valuation of ARM in comparison to Nvidia, with a focus on price to earnings ratios. Also discussing the exponential growth of an Nvidia-related ETF and the associated risks of leverage and potential decay.
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