tae kim
@firstadopter
"Key Context" Substack covering AI & chips. Reached #1# new bestseller first 24 hrs
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Tell the truth. Be accurate. Be right
Joined October 2008
10.1K Following 108K Followers
GIDDY UP! Micron call: "A strong-as fiscal 2026 was, we expect fiscal 2027 to be even better. Industry demand has strengthened since our last earnings call and we expect memory and storage supply-demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026"
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