in postDRADRAMSHORTFIRST CALL

“*Narrator* in fact it was the exact opposite leading ASPs of memory to go down and hyperscalers to push capex till next season”

Memory ASP deflation is coming, not the Korean capex boom the bulls expect, pressuring memory maker revenues

DRADRAMSHORT@ $70.93

$51.01+28.09%

since call Jun 26

peak +37.8%

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