strictrope
@strictrope
Zephyr fanboy. Bagholding memory. Not financial advice
Joined November 2019
600 Following 15.1K Followers
There's always someone more bullish ๐๐
The HBM market is expected to grow 25X in four years, from $4B in 2023 to $100B in 2027.
Meanwhile, itโs hotly debated whether memory has topped or will continue to lead the market.
This week, my free analysis tackles one of the highest-stakes questions in the AI trade. Link in bio.
$MU $NVDA $AMD
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