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@TMTLongShort: All jokes aside this is how you should be thinking if you want to make money the next few years. O...

All jokes aside this is how you should be thinking if you want to make money the next few years.

Or just long compute if you’re lazy.

Patrick OShaughnessy (@patrick_oshag)

First order shortage effects: memory, wafers

Second order: pcb, cpu

Fifth order: monkeys

— https://nitter.net/patrick_oshag/status/2084977247396470897#m