"Sale chips, buy clouds," "store" like "silver" Fuck

On 7 July, Michael Wilson, the chief American strategist in Morgan Stanley, sent a clear signal to his client in his latest weekly report: to reduce the semiconductor to a super-large cloud calculator. This is not an empty AI, but a wheel — there have been three similar adjustments in the AI investment cycle, which Wilson believes is the fourth time. After a historic increase since the end of March, the chip unit has recently experienced a marked cooling. The highest two-day drop since the new coronary outbreak was recorded in recent days by the High Beta Dynamics Unit (i.e. the Storage and Chip Unit). Wilson concluded that there was “possibly further room for such a recall”. In the report, Wilson proposed a specific analogy: semiconductor movement is similar to silver. There are two reasons for this: first, they have experienced a price rise in parabola; and second, they have been highly associated with large commodity markets, which have historically experienced large commodity prices. He further stated that the round would be led down by the storage sub-platform - Because storage is the type of semiconductor complex that is "most like a large commodity" and price elasticity is high and reverse is fast。