Research & Invest
@R_and_Invest
Trying to invest. Previously in institutional money mang @ $ DD billion AUM shop
参加 July 2025
366 フォロー中 5K ファン
I dont understand people buying $LITE 42x PE vs. $MU 4x PE ex cash. Here's what $NVDA said on their earnings call. They went from $119B to $279B in commitments because of memory, so they added >$100B in commitments to Memory.
もっと見る
