Kris Patel 🇺🇸
@KrisPatel99
Excuses don’t build character, effort does.
加入 October 2013
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$MU $SKHY $DRAM
Moving higher thanks to the added visibility from $NVDA earnings.
Memory in my opinion long term is still cyclical but for now... dance, dance, dance.. the party like its 1999 baby.
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$NVDA supply and capacity commitments jumped from $119B last quarter to $279B, primarily from securing memory.
That’s a $160B increase in ONE quarter.
