Shay Boloor
@StockSavvyShay
Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA
Joined February 2019
340 Following 463.4K Followers
$SKHY has already validated HBM5 with $TSM CoWoS packaging while HBM4 is only now entering $NVDA Vera Rubin systems.
That shows how much earlier memory suppliers are now getting designed into future AI platforms.
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