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“Pullback in memory names is a buying opportunity”
@DivesTech · Dan Ives
Memory names sold off on Korea contagion, but the AI-driven DRAM/NAND demand cycle makes the pullback a buy for Micron.
MULONG@ $1,064.67
$811.68-23.76%
since call Jun 23
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“we view these pullbacks as opportunities to own the tech AI winners”
@DivesTech · Dan Ives
NVDA's Korea-triggered sell-off (-3.7%) is a dip into the AI hardware supercycle, not a trend break.
NVDALONG@ $200.69
$199.32-0.68%
since call Jun 23
peak +6.6%
TIMESTAMPS
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