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$NVDA is the "safe short." Same framing preceded Amazon's and Google's breakouts. Dan Loeb, Third Point ($30B AUM), on The All-In Podcast: the stock's persistent discount isn't a fundamental ceiling. It's crowded short mechanics. Long/short pods must carry a short book. At $5 trillion, $NVDA is the obvious answer...

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Podcast Alpha

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119,339 просмотров • 1 месяц назад •via X (Twitter)

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