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by johnvanommen
3 days ago
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> I read somewhere (don’t recall where) that Apple typically enters into contracts for RAM on a six-monthly basis and avoids longer term ones. Even in the current situation since last year, it has avoided getting into multi-year contracts like the AI companies have. * when interest rates are declining, that’s a feature not a defect * when interest rates are rising, that’s a defect not a feature Southwest Airlines built its business on these kinds of bets. |
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