Home Ethereum Nvidia Warning, Nvidia vs. TSMC, Ethereum Miners vs. Merger – Stratechery by Ben Thompson

Nvidia Warning, Nvidia vs. TSMC, Ethereum Miners vs. Merger – Stratechery by Ben Thompson

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Nvidia Warning, Nvidia vs. TSMC, Ethereum Miners vs. Merger – Stratechery by Ben Thompson

Nvidia issued a profit warning that was bad on the surface and even worse in detail; one reason to be bearish is the Ethereum merger.


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