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ORCLBULLNVDABULLMUBULLMIXEDIn depth · 4/5

Compute shortage shifts value to hardware and miners

The case made was that an intense compute and hardware shortage favors semiconductor manufacturers, custom chipmakers, and Bitcoin miners with existing infrastructure over traditional software.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
ORCL: Compute shortage shifts value to hardware and miners · Zortix