This is stimulus for some and aid for most. the data supports this. better to have it, than not, in terms of keeping businesses and households going.
yes it is reasonable to assume that at least some of the discretionary component gets spent on Atomos and other discretionary goods and services.
so, I'm not really here to debate the macroeconomic impact, but more to say that I don't think we can get too excited about stimulus cheques having a direct and material impact on atomos sales in the US. there might be some impact. regardless, they are doing just fine, and as your observation suggests, demand agnostic of stimulus cheques will continue to grow. I won't speculate at what rate right now. need more data.
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