Mega Cap Mania 5/22/23
Halftime Report
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The Importance of Different Segments to the Bottom Line
There are five chip makers that have more significant revenue exposure, Qualcomm, Broadcom, Intel, AMD and Nvidia. I think it's a little bit of a retaliation against the US export controls. The first thing that you do is you study percentage of revenue from the chip makers; micron is at 11%. On Wednesday we're going to hear from another and that's Nvidia.
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