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The Kobeissi Letter
The Kobeissi Letter|Aug 10, 2025 21:19
Most people don't realize how massive this announcement truly is. This covers 15% of REVENUE from China, not PROFIT, for both Nvidia and AMD. It also means the Trump Administration is now negotiating company-by-company "trade deals." The trade war just entered a new era.(The Kobeissi Letter)
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