strictrope
@strictrope
Zephyr fanboy. Bagholding memory. Not financial advice
加入 November 2019
600 正在关注 15.1K 粉丝
There's always someone more bullish 😂😂
The HBM market is expected to grow 25X in four years, from $4B in 2023 to $100B in 2027.
Meanwhile, it’s 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
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