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brokencode
27 days ago
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Outside of the top stocks, S&P 500 forward profits...
What do you mean recirculation? Isn’t the money flowing mostly in one direction (to Nvidia)?
nemomarx
27 days ago
[–]
well there's also openai and Microsoft, paying for cloud compute to run things. I think it could have a few round trips around. Nvidia is where it seems to all end up though yes
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