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News/2/ Apple Had a Product. Hardware Had a Forecast. Apple launched a phone customers can order now. NVIDIA and TSMC were trading on how much AI capacity customers might need years from now. When investors shortened their time horizon, a ship date beat a capital-spending forecast.

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2/ Apple Had a Product. Hardware Had a Forecast. Apple launched a phone customers can order now. NVIDIA and TSMC were trading on how much AI capacity customers might need years from now. When investors shortened their time horizon, a ship date beat a capital-spending forecast.

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2 weeks ago·Neutral·Crypto News

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