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“models will become more powerful and the common theme of agentic workflows will require even more memory - this is directly bullish for memory (tho rerated alre”
@degentradingLSD
CRDO benefits as agentic AI workflows make high-speed chip-to-chip interconnects a structural necessity
CRDOLONG@ $277.84
$209.14-24.73%
since call Jun 22
“as the chinese AI rerating continues, people will realise that $BABA owns more than 10% in many of the chinese frontier labs AND also supplies the T head chips”
@degentradingLSD
BABA is a deeply discounted proxy on Chinese AI as investors wake up to its 10%+ stakes in frontier labs and its T-Head chip supply role
BABALONG@ $107.97
$124.31+15.13%
since call Jun 22
peak +15.5%
“both $285A and $SKHYNIX looks set to get a US ADR listing soon - this will be a core catalyst for further rerating”
@degentradingLSD
SK Hynix ADR listing is a coming catalyst for a rerating of the world's top HBM memory maker
SKHXLONGIDEA · NOT YET PRICED
“models will become more powerful and the common theme of agentic workflows will require even more memory - this is directly bullish for memory (tho rerated alre”
@degentradingLSD
ALAB is the clean pick as AI model proliferation makes CXL connectivity the next bottleneck after compute
ALABLONG@ $412.68
$310.20-24.83%
since call Jun 22
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