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Being Exponential | Luke Lango
beingexponential.bsky.social
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TSMC is the toll road for the AI economy, supplying the manufacturing backbone for #NVDA, #AMD, #AVGO, #MRVL, #AAPL, and others. Accelerating sales provides a clear signal of continued strength across semis, equipment, networking, memory, power, cooling, and data-center hardware.
2026-06-10T16:56:03.160Z