We must figure out what really happened on the move up, because it had as much to do with real-world prices of assets as it did with the end of COVID doom.
The e-commerce giant is spending heavily on bulk buying, a risky strategy on the fiercest battlefield in China's Internet space.
AMD still looks poised to gain more CPU share in 2021 and 2022. And its gaming GPU business might be competitively stronger in 2022 than markets currently expect.
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