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But the real money is made by the few companies that NVDA can’t create GPUs for and must rely on.
I spent two weeks turning Serenity’s “Throat Points Theory” into a tool:
Input “robot / CPO / HBM” → automatically break down the industry chain → mark the leading players vs. throat points
Free trial: 👇 leave a comment “I want to get”
[website link]
Not stock recommendations—this is supply-chain reverse engineering.