strictrope
@strictrope
Zephyr fanboy. Bagholding memory. Not financial advice
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November 2019
600 ํ๋ก์ ์ค 15.1K ํฌ
There's always someone more bullish ๐๐
The HBM market is expected to grow 25X in four years, from $4B in 2023 to $100B in 2027.
Meanwhile, itโs hotly debated whether memory has topped or will continue to lead the market.
This week, my free analysis tackles one of the highest-stakes questions in the AI trade. Link in bio.
$MU $NVDA $AMD
๋ ๋ณด๊ธฐ
