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00:00:00 Market environment & FED
00:15:50 Nebius
00:42:20 UnitedHealth
01:00:00 AMD & Nvidia
01:28:30 Tax increase for families thanks to SPD. Abolition of marriage splitting
Spotify
https://open.spotify.com/episode/3fvvQH8BmJDa6GxPAVffBt
YouTube
https://www.youtube.com/watch?v=3FNX-Ger_-0
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