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AMD | NVIDIA | The value of great analysts

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My assessment of NVIDIA earnings may have been prejudiced by the Taiwanese-born American dads drinking night experiences. They go early, hard and fast. Who's idea was it to add brandy to red wine? By 8.30pm everyone's crawling home.

It should always be about people,...


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AMD | NVIDIA | The value of great analysts

Don’t bet against founder CEOs regardless of the industry. They’re usually right.