4 Comments

Appreciate your work. Nvidia is my largest position (in a very concentrated portfolio) and has been a top 2 holding since 2022. Love your deep dives.

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Have shared your publication in my monthly publications on my portfolio updates and will continue to do so.

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May 26Liked by Tech Fund

Great summary and understanding of the business.

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Excellent write up. I found your NVDA China thesis quite intriguing and educative. thanks!

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