I've been meaning to write this thread about the new epoch of modular supply chains for microprocessors / chips myself, but here it is: https://twitter.com/jwangARK/status/1250262102654300160?s=19 $ARMH $TSM $NVDA $AMD $AMZN #AWS $GOOGL #GCP $MSFT #Azure $AAPL $INTC #x86 #silicon #CPU #GPU
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