Markos
@MarkosAAIG
Founder of AAIG. Research built across the stack. A 7-person team spanning engineering, finance and strategy. One investable view.
参加 July 2023
236 フォロー中 17.5K ファン
My base case for memory. Huge report incoming.
$MU $SKHY
@pequityresearch Yet is related to the accelerated adoption of AI and that you don’t assume a rebound but additional capacity gets consumed immediatly with bigger models, longer context etc etc.
Its my base case of my HBM research
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