Teng Yan
@tengyanAI
Tracing where the AI billions actually go. Founder @tessara_ai - the specialist terminal for semiconductor and AI infrastructure investors
Joined August 2020
7.4K Following 51.4K Followers
Memory stocks took a heavy hit this wk but DDR5 server RDIMM spot just moved +27.9% in 30 days to $1,375.
that's the memory market pricing in AI server demand before the supply side can respond.
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