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tae kim
@firstadopter
"Key Context" Substack covering AI & chips. Reached #1# new bestseller first 24 hrs Subscribe Tell the truth. Be accurate. Be right
加入 October 2008
10.1K 正在关注    110.4K 粉丝
Amazon is noticeably off its panic selling lows. The absolute numbers were fantastic. The AWS outlook of 40% growth over the next two years is extremely strong. Sometimes the beat/miss bogey game is lame and makes people miss the forest for the trees.
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