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6min chapter
200: DeepSeek Breakdown, Nvidia Short Thesis and Big Tech Winners & Losers
Not Investment Advice
NVIDIA's Competitive Edge
This chapter examines the competitive dynamics within the tech industry, particularly highlighting NVIDIA's advantages in the GPU market. It also touches on consumer device preferences and the broader economic implications affecting NVIDIA's market position amidst evolving technology demands.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode