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Nvidia And The H200 Landscape; Broadcom's Strategic Positioning
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Guru Analysis for Bitcoin Depot Inc. (BTM) Bitcoin Depot Inc. (BTM), a key player in the Financials sector, continues to attract institutional attention. As of Q3 2025, a total of 1 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.02 M. Top institutional holders include Renaissance Technologies. Institutional sentiment is currently Bullish. This is evidenced by a $1.46 M net inflow during the quarter. Recent activity highlights Renaissance Technologies who increased their stake by 46.7%. $BTC
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📈Guru Analysis for NVIDIA Corporation (NVDA) NVIDIA Corporation (NVDA), a key player in the Technology sector, continues to attract institutional attention. As of Q3 2025, a total of 25 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $27.96 B. Top institutional holders include Ken Fisher and Frank Sands. Notably, Frank Sands has expressed high conviction in this stock, allocating 10.72% of their equity portfolio to it. Institutional sentiment is currently Bearish. This is evidenced by a $1.34 B net outflow during the quarter. Recent activity highlights Paul Tudor Jones who increased their stake by 609.5%. Conversely, Ray Dalio reduced exposure by 65.3%. $BTC $ETH $BNB #USJobsData
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📈 Mega-Cap Share of the S&P 500 Holds Near Record Levels at Around 42%
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Infographic: BRICs vs the West – the gold divide As geopolitical realignments accelerate, BRICS nations are rapidly expanding their gold holdings as part of a broad shift away from US-dollar-denominated reserves. Since 2020, BRICS countries have increased gold’s share of their total reserves by 102%, driven by both aggressive central-bank buying and rising metal prices. In contrast, Western nations have seen only a 12% increase – growth almost entirely attributable to price appreciation rather than new tonnage. $BTC
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