said last week every tech giant eventually looks the same
right on cue: Qualcomm signed a multi-gen silicon deal with AWS. Amazon got a warrant for 25M Qualcomm shares (~$4B), vesting only as it actually buys, up to $60B total.
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Diversification is a critical component of any successful investment strategy, and this is particularly true in the tech industry, where rapid changes and disruptions are commonplace. Silicon Valley Bank's heavy reliance on mortgage-backed securities highlights the dangers #SVB