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Quantum Stock Mania; $NVDA Earnings Keep Climbing; Investing In Hungry Founders; No More Tariffs?

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NVIDIA and the Semiconductor Landscape

This chapter analyzes NVIDIA's projected gross margins over the next five years and its competitive position in the semiconductor industry amidst rising costs and competition. It discusses the implications of a proposed tax on remittances and the potential disruption from cryptocurrency in the fintech sector. Additionally, the chapter reflects on the financial prospects of tech companies like Google and the contrasting performances of cosmetics brands such as Elf and Ulta Beauty.

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