供应链中断导致物价飞涨。各国纷纷对必需品实施出口限制。情况甚至比新冠疫情还要糟糕。
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Gammichan
@gammichan
One nice thing about the AI trade is it has a pretty clear supply chain hierarchy. Can probably just look at the chronological order things ran up and use the same order on the way down when that time comes.
TSM > NVDA > MU
If TSMC can't make chips, Nvidia can't make GPUs, less x.com/gammichan/stat…
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