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Citrini
@citrini
Thematic, Cross-Asset Investment Research
Joined February 2021
2.3K Following    286.9K Followers
Citrini@citrini
2026.07.16 18:31
@aggresivevalue I don’t know how realistic it is to expect 60% of FY28 hyperscaler capex to be spent on memory but we’ll see
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