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
155 フォロー中 145.1K ファン
$NVDA has Feynman.
$TSLA has Optimus & Robotaxi.
$PLTR has Ontology & AIP.
$GOOGL has Waymo.
$META has Muse & Smart Glasses.
$MU has 3D DRAM & Vertical HBM.
Their breakthroughs need novelty memory.
Memory’s breakthrough doesn’t need them.
That’s the difference.
もっと見る
