bubble boi
Micron should focus on making good memory and leave the speculation to me. Massively bearish an...
7 hours agobubble boibubbleboi
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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Micron has announced a strategic agreement with Anthropic involving a memory and storage AI architecture partnership, a supply deal, and the enterprise deployment of Claude. The deal also includes an investment by Micron in Anthropic’s Series H funding round. The author expresses a "massively bearish" sentiment regarding this announcement.

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head of risk @thru_xyz.