MojoTrick
@MojoTricks
Curating the latest in AI, semiconductors, EVs & global tech breakthroughs | Not affiliated with any brand
参加 January 2022
61 フォロー中 27.3K ファン
Memory stocks trading at just 2–3x earnings.The market is already pricing in a 2027 downcycle that still hasn’t shown up in the 2027: current 3.2x vs DCF-implied 9.1x.
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