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Semi-Analysis SemiAnalysis President Doug O'Laughlin Fabricated Knowledge on TBPN TBPN yesterday with interesting comments on Amazon $AMZN. "Data center execution is starting to become a real issue… Oracle is delayed, Fairwater (Microsoft) is delayed, CORZ and CoreWeave is delayed… and you know who is not delayed. Amazon. Their execution...

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Rittenhouse Research

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91,085 просмотров • 6 месяцев назад •via X (Twitter)

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