Kent Clarke Capital
@Kente_Clarke
10yr+ Fundamental L/S TMT & Consumer Investor. Portfolio Manager & professional vibe trader. Level 900 CFA up to no good.
553 Following 1.3K Followers
Biblical $SIVE… you were warned
Why do you think $GOOGL going to MTK? Why do you think flash is so attractive ($AMD acq)? Why do you think CXL is such a big theme?
I don’t know the answer for HOW they finally figure it out, but everyone will try to solve the memory tax. Maybe AI models figure it out 😂
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