www.pcworld.com/article/2998...
www.pcworld.com/article/2998...
By committing $880bn, South Korea is essentially forcing the global memory market into an artificial deficit. Expect Samsung (SSNLF) and SK Hynix to initiate aggressive contract re-negotiations with hyperscalers (Amazon, Google, Microsoft).
By committing $880bn, South Korea is essentially forcing the global memory market into an artificial deficit. Expect Samsung (SSNLF) and SK Hynix to initiate aggressive contract re-negotiations with hyperscalers (Amazon, Google, Microsoft).
#$MU #$DRAM #$XLK #$SSNLF #$HXSCL #$SMH #$TSM #$QQQ #$AVGO #$NVDA
#Micron #WallStreetGameNotes #AIRevolution #WSGN #Finance #Stocks #Trading #Strategy #Technology
youtube.com/shorts/opKKW...
#$MU #$DRAM #$XLK #$SSNLF #$HXSCL #$SMH #$TSM #$QQQ #$AVGO #$NVDA
#Micron #WallStreetGameNotes #AIRevolution #WSGN #Finance #Stocks #Trading #Strategy #Technology
youtube.com/shorts/opKKW...
quantabundancia.com/articles/sa...
quantabundancia.com/articles/sa...
Apple’s foldable iPhone 📱
August CPI and PPI inflation expectations 📈
Anthropic’s S-1 📖
#$AAPL #$MS #$GS #$DELL #$SSNLF #$AVGO #$NSLR #$KLAR #$BE #$BLDR
Link: pro.thestreet.com/portfolio/ca...