Looks like freaking tf out and selling when kimi dropped was the right move.
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights
- The author holds a short-term bearish view on memory assets due to Korean leveraged ETFs unwinding, a consensus that memory prices will peak within two quarters, and potential supply or demand shifts with Nvidia's Rubin Ultra architecture favoring optics.
- In the medium to long term, the author remains a memory bull.
- The author also notes a strategy to go long on optical assets in the short term.
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