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elorant • yesterday at 7:43 PM • 1 reply • view on HN

Just short Oracle and Coreweave.


Replies

PowerElectronix • yesterday at 7:53 PM

My chop block list has those, plus micron, amd, nvidia, sandisk, western digital, skhynix, corning and marvell.

Those should really eat a lot of shit if any of the two ai companies stops buying everything no matter the price.

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