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Nvidia's $63 billion stock portfolio is a map of its own supply chain

The chipmaker's 13F filing shows it now owns big pieces of the companies it sells to, builds with, and depends on
The takeaway: Nvidia's latest 13F reveals a $63.4 billion portfolio of US stocks, and it is very lopsided. Intel and SpaceX account for roughly 80% of it. But the filing's most interesting detail is what didn't happen: seven of the eight positions were untouched last quarter, but the portfolio more than tripled in value anyway.
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Micron's workers want the AI boom bonuses SK Hynix and Samsung already gave theirs

SK Hynix paid employees around $477,000 each, with next year's bonus potentially reaching $900,000
Bottom line: The profits of DRAM and NAND manufacturers have skyrocketed since the AI boom drove up demand for memory. After SK Hynix and Samsung awarded their employees generous bonuses from the windfall, union members at Micron are now wondering when they will receive their share.
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