
EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman
The Circuit
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Market Capitalization Decline and Revenue Concerns
This chapter explores the drastic drop in market capitalization of a major tech company, from over $100 billion to approximately $80 billion. It examines insights from a recent conference about an unprofitable investment in intellectual property, raising alarms about potential underlying issues impacting investor confidence.
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