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Markos
@MarkosAAIG
Founder of AAIG. Research built across the stack. A 7-person team spanning engineering, finance and strategy. One investable view.
가입 July 2023
236 팔로잉 중    17.5K 팬
A small extension on yesterday. I personally found the memory market to be one of the most difficult markets to research out of all the research I have done, because there are just so many moving parts. I have heard the same from members, subscribers and clients. I also see it daily on my X feed: 10 or 20 posts about Samsung expanding here, SK hynix moving to this technology, Micron moving to that, Samsung taking the lead on yield, then SK hynix having the yield lead, then Samsung not being qualified, and then substrates being in a huge shortage… But it is impossible to tie all of this together if you do not put in the work to map it from every angle and put it into a live system. For most private investors, depending on how much money you have exposed to memory, it is simply too big of a task. Ideally and this is what I built for our members and clients you use all the most important angles that actually move something, allowing you to cancel out the noise and focus on one overview. Otherwise, the entire memory trade, at a high level, is almost impossible to follow. $SKHY $MU $SNDK
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