tae kim
@firstadopter
"Key Context" Substack covering AI & chips. Reached #1# new bestseller first 24 hrs
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加入 October 2008
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GIDDY UP! Micron call: "A strong-as fiscal 2026 was, we expect fiscal 2027 to be even better. Industry demand has strengthened since our last earnings call and we expect memory and storage supply-demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026"
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