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Memory is what allows Claude to learn from experience. In a new Engineering Blog post, we share how “dreaming” helps Claude organize what it’s learned, correct its mistakes, and find what it needs more easily the next time.
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MEMORY STOCKS FORGOT HOW TO GO UP
Memory and storage prices are soaring and taking up a growing share of PC costs.... driving up the recreational goods & vehicles core PCE component
@soberlook @fundstrat Nikkei Asia
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Memory Crunch Cements CXMT as China’s Chip Champion
Memory boom: all of the above.
Memory bulls don’t even celebrate anymore they just look at you like this
Memory stocks are pushing higher this morning following SK Hynix's blowout earnings report 🔥
$SNDK $MU $WDC $STX
Memory stocks trading at just 2–3x earnings.The market is already pricing in a 2027 downcycle that still hasn’t shown up in the 2027: current 3.2x vs DCF-implied 9.1x.
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Memory stocks pricing Armageddon. Fundamentals refusing to cooperate.
Memory stocks could fall to a 0.01 P/E, and people would still say, "It's not cheap, it's cyclical."