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11min chapter
It’s Time to Buy Value Stocks Now
The Compound and Friends
Nvidia's Dominance and Revenue Growth
This chapter discusses the dominance of Nvidia in the US single stock net, as well as the rapid growth of its data center revenue. The hosts analyze charts showing the growth and market dominance of Nvidia in comparison to its competitors. They also discuss the changes in revenue, the role of GPUs and CPUs, and the significant upward revisions in revenue forecasts for Nvidia.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode