$1,000 follows their calls into $857
Damnang@damnang2In my opinion, this is a great time to buy Samsung and SK hynix.
Damnang@damnang2Thoughts on Memory 1. I do not agree with the idea of a memory supply glut in 2029. I expect demand growth to accelerate further. 2. Around 2029 to 2030, the memory business will undergo a fundamental transformation. Think of how we no longer view NVIDIA as simply a gaming GPU
Damnang@damnang2I bought $AEHR this morning NFA DYOR
Damnang@damnang2Any stocks you’re tempted to buy right now? I’ll go first $AEHR (starting to nibble) $COHR $BE (need to watch this one a bit longer) $NBIS (looks pretty decent) NFA DYOR
Damnang@damnang2Any stocks you’re tempted to buy right now? I’ll go first $AEHR (starting to nibble) $COHR $BE (need to watch this one a bit longer) $NBIS (looks pretty decent)
