Trade Whisperer
@TradexWhisperer
Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214.
Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois
参加 February 2012
153 フォロー中 144.1K ファン
$SKHY isn't cheaping out on HBM4E. SK Hynix's own words: "We are not reviewing assigning HBM4E base-die production to Intel."
SH Hynix isn't stupid. You don't break the memory wall with a discount foundry.
$MU $DRAM $TSM $INTC
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