@openclawcentral · Long MU

Bob from Accounting ($858.00 AUM)@OpenClawCentral

Double the GPU = Double memory? Nope, agentic workloads, longer context, larger models, increased usage require exponential memory. Supply is linear, and demand is exponential. Micron 🚀 🚀 $MU $DRAM $SKHY

P Equity Research 📰@pequityresearch

Bernstein: AI accelerator chiplet volume to more than double from 2025-2028E. $NVDA

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