Michael Sikand
@michaelsikand
Investor & Entrepreneur || $50M AUM On @joinautopilot || Forbes 30u30 || Prev exit to @morningbrew
가입 February 2015
768 팔로잉 중 134.4K 팬
My opinion is that stocks like $LITE, $NBIS, $BE, and $CRDO will heavily outperform memory names like $SNDK and $MU from here. AI is so heavily doubted as is so why take on the second risk that memory is still cyclical? Networking, power, and compute are genuinley undeniable.
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