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Episode 4: Backside Power and CXL

Transistor Radio

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I'm Not Holding Any Horse Is Out for That.

The bet is that they extract enough cash that it doesn't matter. But then all of a sudden, when when that annuity cash flow is not valued the same like it used to be,. That thee when when it gets re rated, it can be a very painful drop. And so we'll see, but i'm not holding any horse out for that.

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