Joo, se on hullua, mutta mitkä ovat sitten Jensenin voittomarginaalit?
The Kobeissi Letter
The Kobeissi Letter11.8. klo 05.19
Most people don't realize how massive this announcement truly is. This covers 15% of REVENUE from China, not PROFIT, for both Nvidia and AMD. It also means the Trump Administration is now negotiating company-by-company "trade deals." The trade war just entered a new era.
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