So I went through the filing. The call was all "parabolic demand" and everything sounds amazing. Then you actually read the numbers. $58 billion in net income, but $13.4 billion of that was just unrealized gains from stocks they own. Intel went up so they booked a gain. That has nothing to do with selling chips. If those stocks stayed flat the quarter looks a lot more normal. Like $44 billion. Management didn't really mention this on the call. Also three customers make up 54% of revenu
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