Ross Gerber (@GerberKawasaki) says Tesla’s ($TSLA) Roadster unveiling looked more like a marketing demo than a near-term product launch.
He called it an “old Hot Wheels dream” from Elon Musk (@elonmusk)
Ross Gerber (@GerberKawasaki) says Micron ($MU) is a “beast” after record earnings, arguing the memory-chip cycle may no longer be cyclical.
Micron says demand will exceed supply through 2028, with $32B in customer commitments.