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Joe Lieber
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(ASML, TOELF, NVDA, AMD) NDAA: 65% Chance Congress Adopts Three Semiconductor Export Control Measures
2 days ago
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Capitol Policy Weekly: Congress Returns, Permitting Reform, Chip Export Controls, the NDAA and the Lame Duck
5 days ago
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(AMZN, COST, KR, DAL, UAL, JBLU, UBER, LYFT, DASH, CART, WMT, TGT) Surveillance Pricing in the Crosshairs
1 week ago
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(CHTR, CMCSA, T, VZ, TMUS) Could Democrats Revive the Affordability Connectivity Program (ACP) Through the Highway Bill?
1 week ago
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(MSFT, AMZN, GOOGL, META, ORCL, CRWV, EQIX, DLR, NVDA, AMD) Why the Political Backlash Against Data Centers Won’t End with the Midterms
1 week ago
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What the Democrat Blue Wave Means for the Markets: Our First Thoughts
1 week ago
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Democrats Eye House Majority of 15–20 Seats While Also Poised for Senate Majority if Only Temporarily
2 weeks ago
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(DKNG, FLUT, HOOD, CME) Prediction Markets: Utah Escalates the Battle as Democrats Prepare to Investigate
2 weeks ago
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Democrats Are Closing in on Congressional Control, but Could Fetterman Change the Outcome?
3 weeks ago
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Republicans May Have More Support Than the Polls Suggest
4 weeks ago
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