Woah.
One of the biggest public bulls on memory just sold all his memory stocks.
This is quit...
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights
- Apple buybacks were discussed in comparison to commodity suppliers in the memory sector.
- MU was given a personal fair value estimate closer to $1500, though broader market concerns could impact price action.
- Nvidia is reportedly nerfing Rubin Ultra's HBM and responding with optics to give the Rubin Ultra cluster a cluster-level edge.
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