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This has nothing to do with supply/demand, and everything to do with geopolitics.


You think they would spend 500B without thinking there will be any demand?


You're missing the key phrase. "Says it will". Companies, of course, say all sorts of things. Sometimes, those things come to pass. But not really all that often.


Apply said the same thing the last two election cycles. They seem to be eternally indicating they're investing multiple hundreds of billions in the US. What they actually followed through on, is what I want to know.


It cost Apple $0 to say they'll spend $500B.


The 500B is just something to put on a press release.




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