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by notacoward
1425 days ago
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> I expect GOOG to be the epicenter of tech worker pain for this leg of the cycle. Given what you just said about how people cut costs during a down cycle, why GOOG and not AMZN? Seems like discretionary spending (and a lot of Amazon's sales are impulse-buy junk rather than essentials) is also likely to take a huge hit. |
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