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I’m in Tokyo for the month of November. Heading to Nikko for the weekend, but will be on my way back by the time you see this. I’m open...
Read MoreSilvia Inc. released its 3Q 10-Q. There was no conference call and no video from Pomp yet on X. My thoughts: I’ve updated my model and show $SVIA trading...
Read MoreTwo days ago, I wrote that I thought it was unlikely that Nvidia would fire CEO, Jensen Huang. I also wrote that “In situations like this, when a CEO...
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