> $MSFT and $SONY are debating whether to delay next-generation consoles from their intended 2027–2028 window
> $NVDA and $AMD are likely to increase GPU prices
> Prices are unlikely to normalize until 2028
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Semis are a gold mine at the moment 🚨
> $MSFT and $SONY are debating whether to delay next-generation consoles from their intended 2027–2028 window
> $NVDA and $AMD are likely to increase GPU prices
> Prices are unlikely to normalize until 2028