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19:00LONG
“Micron along with Korea's Samsung electronics and SK Hynix are to AI what oil producers are to the airlines makers of an essential input that this year suddenly became much more pricey because there i”
@TBPN
With tech giants dropping $200 billion on AI capex, Micron is soaking up the profit pool as severe memory shortages force massive price hikes.
MULONG@ $1,130
$814.72-27.93%
since call Jun 30
“I mean, it sounds extremely bullish for Google, like if they're out of this tracks with what they talk about on earnings calls. Yeah. Google Cloud acceleration crazy.”
@TBPN
Google is capping access to its AI models because surging demand from clients like Meta completely maxes out its $200 billion infrastructure investment.
GOOGLLONG@ $353.65
EXIT$357.18+1.00%
since call Jun 30
flipped Jul 10 · held 11d · record frozen at +1.00%
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