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Hold Oracle (ORCL) until cash generation improves. Explore more on OCI and AI infrastructure growth, rising RPO visibility, ...

We came across a bullish thesis on NVIDIA Corporation on Investment Ideas by Antonio’s Substack by Antonio Linares. In this ...

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The latest phase of the war is less about maneuvers and operations than alliance politics and shifting allegiances.

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The temptation to “do something” on artificial intelligence will grow as the midterm elections draw near and the media continues to focus on fears about anecdotal AI harms. In particular, state ...