Beerborn on Nostr: What about the picks and shovels? Do you see Nvidia, ASML, and TSMC taking a big hit? ...
What about the picks and shovels? Do you see Nvidia, ASML, and TSMC taking a big hit? Their sales are mostly supported big Big Tech, which are not only AI companies, unlike Palantir.
Are there a 2000s equivalents to these companies and their biggest costumers?
Published at
2025-02-28 12:09:40Event JSON
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