### Comment:
this is the correction.  tech is undervalued, this cannot possibly go wrong.  hedge funds dumping everything into tech for the recession because the sheeple only buy products and content consistently during recessionary periods

### REPLY:
You might want to look at supply chain exposure. Amazon’s most profitable (and possibly the only one) enterprise is web services. That’s business to business. Microsoft is similar. And none of them are building those massive servers for consumers. So if you’re right about a recession, semi’s will be hit. Though I don’t think that’s happening in the very near future

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