semidata.substack.com/p/ai-servers-and-tariffs-concerns-overstated/comment/111240100

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https://semidata.substack.com/p/ai-servers-and-tariffs-concerns-overstated/comment/111240100

Ray Wang on SemiPractice

I agree. I wrote another note here: https://semidata.substack.com/p/short-note-on-section-232-investigation?r=3ehe7t



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Ray Wang on SemiPractice

https://semidata.substack.com/p/ai-servers-and-tariffs-concerns-overstated/comment/111240100

I agree. I wrote another note here: https://semidata.substack.com/p/short-note-on-section-232-investigation?r=3ehe7t



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https://semidata.substack.com/p/ai-servers-and-tariffs-concerns-overstated/comment/111240100

Ray Wang on SemiPractice

I agree. I wrote another note here: https://semidata.substack.com/p/short-note-on-section-232-investigation?r=3ehe7t

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