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Investment Strategies / Falling Knives
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Author: Jimkredux   😊 😞
Number: of 1023 
Subject: Re: Fallen knives compared
Date: 03/25/26 2:29 PM
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No. of Recommendations: 1
My biggest concern with NVDA is how much chip capacity exists outside Taiwan, and how much will exist for the next five years. That seems to be the most difficult unknown for me at this point. When, if ever will China take control?

Jk
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