DoorDash CEO Tony Xu on Inflation, Volatility Weighs on Software Stocks & Nvidia Announces New Products 9/20/22
TechCheck
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Is There a Creeping Narrative?
Q4 is a big goods quarter, like you can't do Q4 well and just have services. The Fed raising rates are going to have an impact six months a year from now because the Fed isn't done. And so there is this creeping narrative where you're switching from goods to services that's going to take a while to play out.
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