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$NVDA @Nvidia, there is plenty to worry if you look under the covers but will the market care? My take:

I love that there are so many Substacks focused on producing content on the financial markets. However, there is also so much noise (or randomness, as Nassim Taleb puts it).

That’s why I created my Substack - to provide insights into recently published academic papers that are applicable to the markets.

Statistical significance from PhDs, summarized for non-PhDs.

Former VP at $ADYEN discusses the Platforms business and its competition with Stripe:

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