$NVIDIA Corp(NVDA)$ I am coming around to the point that we have companies that are too big and should be broken up. NVDA does not fall in that category.
It was a smart move to buy ARM but it always looked like it would not happen. This would boost UK employees. It is very expensive to let UK employees go.
The sell off will continue for bit more. Then the rocket will take off again. Some ways the sell off is healthy. I just don’t like the break up fee.
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