Hedge Fund Tips with Tom Hayes - podcast - Episode 306 - August 28, 2025
Hedge Fund Tips with Tom Hayes
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Analyzing NVIDIA's Growth and Market Trends
This chapter examines the decline in NVIDIA's data center revenue and the slower-than-expected impact of AI hype on the market. It also explores changing U.S. equity flows, the federal deficit, and highlights potential opportunities for long-term investors in undervalued sectors.
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