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Call · @futurumequities · #274 on the leaderboard
@futurumequities
@futurumequities · Thu, Aug 27
SK Hynix now expects memory to stay in shortage until the end of 2030. Pricing power is migrating down the stack as component supply, not just raw silicon, sets the ceiling on the AI buildout. $MU8d agoview on X ↗media on X
tweeted Thu, Aug 27 · counted from Fri, Aug 28 close
Rank since this call
#335 → #274 · 7 scored days#335Aug 28
#333Aug 29
#331Aug 30
#329Aug 31
#313Sep 1
#324Sep 2
#274Sep 3
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