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On at this time’s present, we focus on:
- The US lead in know-how
- NVDA vs its competitors in 2024
- Why NVDA has slowed down during the last 6mo
- How the SMH is constructed
- How advisors are taking a look at extra risky thematic funds
- SMH vs SMHX
- In search of the subsequent NVDA
- The problems at Intel
- Geopolitics and semiconductors
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