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Why Companies Are Buying Bitcoin & Consulting Crashing Out?

Morning Brew Daily

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Impact of Export Controls and Market Trends

This chapter examines the repercussions of U.S. export controls on NVIDIA, focusing on financial losses due to inventory issues, while also noting a surprising rise in investor sentiment. It highlights the growth in AI processing by Microsoft and the evolving landscape of the consulting industry marked by significant layoffs. Furthermore, the discussion explores public companies' increasing investments in Bitcoin and the valuation anomalies arising from these trends.

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