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Citi’s 2025 Themes & Trades, Homeflipping Flop, Jimmy Carter’s Legacy 12/30/24

The Exchange

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GPU Innovations and Carter's Legacy

This chapter explores the transformative potential of new GPU technology, specifically the H800s, alongside a reflection on the life and impact of former President Jimmy Carter following his passing. The conversation highlights key aspects of Carter's presidency, particularly his economic policies, and contrasts them with current trends in the stock market, particularly in the semiconductor sector.

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