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Dan Niles On Mag7 Guidance + Nvidia Earnings Preview | Okay, Computer.

RiskReversal Pod

CHAPTER

Navigating Technology Upgrades and Consumer Behavior

This chapter explores current trends in technology upgrades among younger consumers, emphasizing their reluctance to adopt new features and price increases. It investigates the slow adoption rates by telecom providers and discusses the implications for revenue growth and consumer behavior in a shifting market.

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