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Modern Growth Investing's avatar
Modern Growth Investing
$17.7MFollowers
@growthinvesting07/14/2022
PC shipments down, pain incoming for $NVDA, $AMD, $INTC, and others?
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Samuel Meciar's avatar
No. All spare supply from those chip designers is being used up in datacenters.
Modern Growth Investing's avatar
Modern Growth Investing
$17.7MFollowers
@growthinvesting
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