Subscriber's Comment - Nvidia faces competition and tighter margins, Japan raises rates for first time in 17 years, UK triple lock under pressure.
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Some of the topics discussed include: NVidia product launch insights, Japan raises rates, China deflation risk, oil extends breakout, gold steady, bitcoin and altcoins pull back.
Nvidia Waves and Moats – This article from Ben Thompson may be of interest. Here is a section:
What is interesting to note is that both training…