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Unusual Whales Pod 42: Fed CUTS RATES by 50BPS, the FIRST Reduction since 2020

Unusual Whales

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Geopolitical Risks and the Tech Sector

This chapter explores the contentious debate over the implications of a potential Chinese move on Taiwan, with a focus on Nvidia and the semiconductor industry. It highlights the contrasting perspectives on geopolitical risks, the effects on stock prices, and the lessons from the tech bubble of the late 90s.

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