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centros de datos, NVDA, META, GOOG, AAPL, MSFT, SK Hynix, Memoria, Robots, "Lifecording", código abierto, capex de mantenimiento, declive de SaaS, Anduril + más...
-Brad Gerstner (Altimeter)
-Andrew Homan (Maverick)
-Josh Wolfe (Lux)
-Chase Coleman (Tiger)
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