Ray Wang
@rwang07
Analyst @SemiAnalysis_ / fundamental research on AI infra/semis.
"when your motivation runs low, your discipline takes over"
参加 February 2017
2.4K フォロー中 32.3K ファン
@PhotonCap Funny how I was speaking so positively on memory and the background is full red. Thank you for sharing!
My conviction is still here!
