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Tuesday, October 10, 2023

Tech -- Daimler, AMD -- October 10, 2023

Locator: 45710TECH.

Nvidia: remains the gold standard. But there's nothing wrong with being #2. It should be noted that AMD's CEO is on record stating she doesn't believe in moats. For the record, I'm a huge believer in moats, and in the tech industry, the biggest moat is a huge cash horde and a huge market cap.

Daimler: huge, huge deal for tire manufacturers.



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