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LOCKED MI2 Weekly Lens | 7/17 – 7/24

The Weekly Lens aims to give you a concise sense of MI2 internal discussion over the past week.  It reflects what we have been reading and discussing, and how those discussions are influencing our view of the macro environment. The aim is to give you some idea of how our thinking is evolving. This week, we touched on the similarities of the Nvidia bubble with the Cisco bubble back around the time of the Dot.com crash.

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