The Analysts

Call · @leoskie_l · #267 on the leaderboard

@leoskie_l

@leoskie_l · Mon, Aug 10

Leonard@Leoskie_L
這篇筆記，差不多可以把記憶體到底是不是缺貨這場爭論結束了。$MU 我一直覺得，判斷一個市場到底是真的缺，還是廠商在喊價，有一個很簡單的方法：看客戶還殺不殺價。正常情況下，再有錢的客戶都會談價格。但當客戶開始不在乎價格，只問你一句：「到底有沒有貨？」那就不是景氣好不好了。
25d agoview on X ↗media on X

tweeted Mon, Aug 10 · counted from Tue, Aug 11 close

Read as

Mentions MU · Medium confidence

Confidence

Medium0.82

Counted from

Tue, Aug 11 · market close

Rank since this call

#327 → #267 · 7 scored days

#327

Aug 28

#324

Aug 29

#322

Aug 30

#227

Aug 31

#303

Sep 1

#318

Sep 2

#267

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.