The AI Investor
@The_AI_Investor
Portfolio up ~30x since 2023 | Join Patreon or Substack to read my research and trades | Not investment advice |
Joined September 2020
881 Following 77.8K Followers
Interesting chart - NVIDIA's Rubin AI platform will drive massive LPDDR consumption in 2027
CPU-side memory has been an under-appreciated part of DRAM demand as I discussed in my DRAM model.
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