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A Gut Check on Intel and Nvidia with Asianometry, Fabricated Knowledge, and SemiAnalysis

ChinaTalk

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Jensen's Slow and Strategic Reign

Jensen has been methodically shaping the world over the last 20 years, in a contrast to Elon Musk's more impulsive and eccentric approach. While Elon's behavior has been consistent in its eccentricity, Jensen's calculated and strategic planning sets him apart. He is seen as a visionary akin to Steve Jobs, delivering solutions that surpass market and hyperscalers' comprehension.

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