The second half of the year will be a period of significant gains for cloud service providers; hardware has already peaked. $NVIDIA(NVDA.US)$Amazon(AMZN.US)$Microsoft(MSFT.US)$Alphabet - C(GOOG.US)$Micron Tech(MU.US)
$Amazon(AMZN.US)$Alphabet - C(GOOG.US) Small cloud services led by NBIS and CRWV have much more severe debt issues, yet they are rising. Hehe, tell more Wall Street ghost stories.
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