I think the most important lay

I think the most important layer is still the chip layer, either the manufacturer or the designer.
Simply put, everything else is not important if the chip itself is not designed right or made right.
An example is Apple, where they design and produce their own chips for the devices they sell, they are able to optimise it for the best power efficiency, giving them the option to increase battery life or have a smaller battery yet still keep up with competition.

Mag 7 Forced Down Again?! Start of Tech Winter?

The market's critical new reality: as oil surges, tech valuations inevitably sink. Investors are now fiercely debating whether this volatility is just a temporary adjustment or the beginning of a longer-term downturn. How do you view Mag 7's trend? Microsoft loses over 20% YTD. When and where will be entry zone? Which stock is oversold or still overvalued now?

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