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The memory and PCB shortage is brutal
Companies selling to retail will have a much harder time this year than companies selling into the AI buildout
Meaning
Bullish:
• $AMD
• $NVDA
• $AVGO
• $INTC
Bearish:
• $AAPL
• $QCOM
• $SONY
• $NTDOY
• $HPQ
• $LNVGY