Rihard Jarc
@RihardJarc
Researching and investing in tech (AI, cloud, semiconductors, platforms). DMs open. Tweets are only opinions.
가입 January 2016
2.8K 팔로잉 중 81.3K 팬
$MU almost 75% gross margin and a 81% gross margin guide for next Q tells you everything you need to know about who has the power in this AI hardware super cycle.
