Jay(@miraclemaster07):@cherryPayment Any news on our Towa. It dropped crazy again to 2500 levels. What’s your average? Mine is 2900. Still a great play I guess. HBM Memory demand is still intact imo. It’s the vibe now moving away from memory is the issue I guess. What’s your take.

2026.08.09 21:16

@cherryPayment Any news on our Towa. It dropped crazy again to 2500 levels. What’s your average? Mine is 2900. Still a great play I guess. HBM Memory demand is still intact imo. It’s the vibe now moving away from memory is the issue I guess. What’s your take.