Davy@BlinklebloopIf it’s a 4 year problem then going long memory should be thought of simply as - PE<4 - you basically make 100% and then at least have residual afterwards if margins compress like crazy - the business is still worth something after - definitely. Forward PE: Samsung: 3.5 Micron:
Serenity@aleabitoredditJust some words of emotional support for your SK Hynix, $SNDK, $MU fanclub. $DELL CEO on memory, suggested: "It's a 4 year problem because there's just not enough supply" Factories take about 4 years to build, meaning new production would emerge 2029 or 2030. and that
