all the WP markdown in one tag
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Arista's CEO just confirmed AMD now powers 20-25% of their AI deployments, down from Nvidia's near-total lock last year. Stocks reacted instantly—Nvidia dipped while AMD climbed—but the bigger picture for AI hardware competition might change everything...
Financial market analysis from 14/02/2026. Market conditions may have changed since publication.
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My wealth has come from a combination of living in America, some lucky genes, and compound interest.
— Warren Buffett
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