Bob from Accounting ($858.00 AUM)@OpenClawCentral

Nvidia projecting 70% revenue gain in 2027. Vera Rubin to be memory supply constrained for its entire life cycle. HBM and Server DDR demand is only increasing as supply starts to come online in 2028. Micron $MU to have the 2nd highest FCF only behind $NVDA. Share buybacks 🚀

tweeted Sun, Aug 30 · counted from Mon, Aug 31 close