Joe
@joedab12
Sold my finance co in 2021, now trade/invest full time. Specialty is finding semi/AI infra inflection points before the breakout. Lots of receipts. Zero AI slop
参加 March 2013
560 フォロー中 10.9K ファン
$DRAM and chill @damnang2 🤣
Currently on a group call with the Macquarie analyst that just initiated coverage on $CXMT
I’ll post my notes in a little bit.
Will say this… if you’re selling the big 3 memory companies because the financial media says $CXMT is a threat… then you’re just as dumb as the journalists spreading this FUD.
$CXMT is not a threat to Micron, Samsung or SK Hynix and I’ll share why in my notes.
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