Sean
@sean_________
TMT catalyst/event-driven trader with a focus on research.
加入 May 2019
3K 正在關注 8.6K 粉絲
$MU:
Wolfe: "never been before existed in memory, suggesting some multiple expansion opportunity."
MS: "in our view, this implies DRAM stocks could re-rate to at least 8-10x PE vs. 5x PE now"
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