The ‘Home Chip Imperative’…..Apple joins….Year End Positioning….Oracle Capex…..Google ‘Pop’s”!

Bottom Line Top: Apple joins in with it’s own AI Silicon……welcome to the year end silly season…..quick thoughts on Oracle’s quarter and the Capex give away…..and why Cloudflare has the toolkit.   APPLE. Not to keep hammering away at a subject…..but the requirement by the ‘Big Beasts of Tech’ to have their own silicon should...

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