$NVIDIA Corp(NVDA)$ No large-c

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$NVIDIA Corp(NVDA)$ No large-cap stock is even close to NVDA, $Taiwan Semiconductor Manufacturing(TSM)$ is doing great to increase their capacity. Regarding the customers concentration risk, there are sectors like pharma/drugs discovery ready to invest heavily (see Clara program), digital twins (Omniverse) big enterprises like Mercedes-Benz and Foxconn have signed multi-year contracts. New geographies and markets will fuel Nvidia.

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