NVDA

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Eliot ChenE
Eliot Chen
·7/26/2025

Fixing What's Forbidden: Inside China's Booming AI Chip Repair Market

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Eliot ChenE
Eliot Chen
·7/25/2025

Intel's Costly Reinvention: Cutting Deep as Cash Burns

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Eliot ChenE
Eliot Chen
·7/25/2025

Nvidia's Chips Find a Billion-Dollar Backdoor to China

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Eliot ChenE
Eliot Chen
·7/17/2025

Nvidia's China Play: How a Clever Chip Tweak Could Unlock $15 Billion

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Eliot ChenE
Eliot Chen
·7/17/2025

TSMC's 60% Profit Surge: The Unstoppable Chip Colossus

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Eliot ChenE
Eliot Chen
·7/16/2025

Nvidia's China Play: Threading the Needle on Export Controls

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Eliot ChenE
Eliot Chen
·7/15/2025

NVIDIA's China Dance: Regulatory Contortions and the GPU Diplomacy Show

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Eliot ChenE
Eliot Chen
·7/11/2025

Nvidia's $4 Trillion Secret Isn't Just Better Chips—It's Customer Capture

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Eliot ChenE
Eliot Chen
·7/7/2025

The Investing Lottery: Winners, Losers, and the Math That Governs It All

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Eliot ChenE
Eliot Chen
·6/30/2025

Nvidia's Insider Selling Spree: Reading the Tea Leaves in Silicon Valley's Hottest Stock

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Eliot ChenE
Eliot Chen
·6/26/2025

Nvidia's Wild Ride: Defying Logic or Just Getting Started?

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Eliot ChenE
Eliot Chen
·6/19/2025

AMD vs. NVIDIA: When the Underdog Stays the Underdog