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The best analysis is rooted in simple math.
19.8. klo 03.21
1/ Beyond the hype + headlines
some eye-opening AI stats to consider
Today Mag 7 = 35% of US stock mkt value
NVDA = 19% of that––and 42% of NVDA revenue comes from just 5 Big Tech co's buying GPUs:
Meta, Amazon, Microsoft, Google, Tesla
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