潘驴邓晓闲缺一
@JohnsonZ91127
美股&区块链资深交易员， 美股15年，持 btc 10年
公众号：潘大的投研笔记
知识星球：潘大的科技交流圈
富途证券 25 年 牛友人气王第一，富途证券专栏：潘驴邓晓闲缺一
Joined November 2024
2.7K Following 30.8K Followers
strong hold!
$MU at 6.7x
Is the market really pricing in all of this?
-5 year long term agreements
-A worse DRAM shortage in 2027
-HBM4E eating 4x the wafers
-Hyperscaler capex still rising into 2027 and 2028
-100% of excess cash to buybacks after Dec 9th
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