---
title: "stream · link"
url: "https://colindismuke.com/stream/2026-08-05-patrick-329246"
published: "2026-08-05T15:22:09.246Z"
---

[Patrick OShaughnessy (@patrick_oshag) on X](https://x.com/patrick_oshag/status/2084977247396470897?s=12&t=1VvMgKp9KkvCReJhIZNjFg)

First order shortage effects: memory, wafers

Second order: pcb, cpu

Fifth order: monkeys