Jul. 6 at 10:23 AM
$NKE $NKE waiting for portfolio turnover... Obviously, the chip bubble is going to explode soon, retailers already know that China will improve the business model by migrating database centers to its own computers in the closed environment.
$META is already renting its capacity xq cannot use it. Many investments in CapEx and no real returns are seen. The numbers are not lying, and we will see the numbers soon.