Kris Patel 🇺🇸
@KrisPatel99
Excuses don’t build character, effort does.
参加 October 2013
765 フォロー中 45.8K ファン
$MU $SKHY $DRAM
Moving higher thanks to the added visibility from $NVDA earnings.
Memory in my opinion long term is still cyclical but for now... dance, dance, dance.. the party like its 1999 baby.
もっと見る
$NVDA supply and capacity commitments jumped from $119B last quarter to $279B, primarily from securing memory.
That’s a $160B increase in ONE quarter.
