Smartphones are shrinking, AI data centers are years out, and now memory shortages are hitting handset production right when export rules could tighten further. I get that management is trying to diversify, but watching the stock drift toward $120 while they spin up cars and PCs and servers makes me wonder if any of it lands before the core business takes too big a hit. Buybacks and dividends are nice, but I need a reason to believe the growth story still works.
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