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Bill
@bullran
You probably need to know this about Nvidia $NVDA . As of the latest quarter, Singapore accounts for 22% of the company's revenue. The country is Nvidia's fastest-growing geographic segment, with revenue growing at a staggering 280% CAGR since Q3 2022. But here's the catch: Nvidia's financials reflect where the chips are billed, not where they end up. In other words, a significant portion of those sales could be headed elsewhere. The big question: Where are those chips actually going?
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