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Jensen Huang dominates the morning tape because the supply chain is the story
A single name has become the load-bearing beam under a sector, so its headlines carry the whole group. That is a fragile arrangement and it shows up as correlation.
The substantive disclosure is capacity — allocation, lead times, packaging slots — not commentary. Capacity is a number a supplier publishes and a buyer complains about.
Where coverage can be reduced to an executive's itinerary, it is not yet reporting on the constraint.
Written from public disclosure. Where a figure is quoted it is the company's own, dated in the text; no figure here is a forecast by Lothbury Research.
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