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nvidia

Magnificent 7

+4

The Strategic Turn: How the Magnificent 7 Are Abandoning the Asset-Light Model - and What It Means for Investors

Oct 24, 2025

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8 min read

The Strategic Turn: How the Magnificent 7 Are Abandoning the Asset-Light Model - and What It Means for Investors

nvidia

NVIDIA: Is the Boom Built to Last?

Aug 29, 2025

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4 min read

NVIDIA: Is the Boom Built to Last?

Cost cascade, hardware challenges, funding reliance, consumer behavior, and potential outcomes...

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