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Tech Earnings Will Be Dominated by Shortage Talk. Investors Beware.

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The fall tech earnings season is upon us, and this time, the story is all about the sum of the parts. Or, the lack thereof.

The current shortage of components, finished goods, manufacturing capacity, and affordable shipping options will likely be addressed on every tech earnings call. More than a few companies are going to post disappointing results. Some investors will sell. Bargains will be created.

This…


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