Brewery Enthusiast. Stetson Collector. Hedge Fund Manager. Former Sell-Side. Philly Sports Optimist…
All personal views, no investment advice.
John
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if true, $GOOGL placing a 3mm TPU order for 2028 with $INTC, seems like a pretty massive number. For context, street expects ~4mm in total TPU production in 2026.
I suppose it depends on how you want use that as a read through to total TPU production in 2028
All of a sudden, you have a lot of tech names joining half of the mag-7 down in the -20-30% range from all time highs ... happens quickly
brought $AMZN and $MSFT, to a lessor extent, down with it
