The tweet was deleted by the author.
But we saved everything 🙂.
Vlad Savov invites readers to learn more about Kioxia and the origins of its profit by reviewing recent earnings coverage.
The tweet notes that those unsure about Kioxia’s business or profit drivers can find details in the linked report.
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Savov has recently reported on London's tax policy targeting empty luxury homes, raising possibilities of increased sales or higher government revenue through these measures. He also compared tech sector investment, noting that 2024 AI hardware spending by Amazon, Google, Meta, and Microsoft is forecast to exceed $700 billion, or $300 billion less than the U.S. military budget. Both previous reports provide context for Savov’s ongoing coverage of financial and market drivers.