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.
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?
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?