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Aurornisyesterday at 2:34 PM2 repliesview on HN

This is coming from a group that does analysis on the semiconductor and cloud industries and provided very expensive access to their models and info. They are the citation.


Replies

Aprecheyesterday at 2:37 PM

So I guess it’s not a bubble then since these companies are raking in the big revenues? Or maybe they are counting all those circular investments as revenues somehow?

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dannersyyesterday at 2:44 PM

I mean, if so then they are lying through their teeth.

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