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Nvidia’s Margin Dilemma & The $4Trillion IPO Mania
IPO Mania has officially arrived. Hosts Chuck Zodda and Mike Armstrong dive deep into a historic wave of upcoming public filings, breaking down the newly released S1 data from SpaceX and tracking the staggering revenue numbers from Anthropic and OpenAI. Plus, a look at Nvidia's earnings and why the US Government's new $2 billion quantum computing play might be a dangerous precedent for capital markets.In this episode, we discuss:
Nvidia's Earnings Reality Check: They beat expectations again, but with gross margins at 75%, can they actually maintain this level of dominance as hardware…
The skinny
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