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Saldivva — sniff.trade

Saldivva

1 episodes · 2 trades · 1 speakers

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TRACKED TRADES

@Saldivva

1mo

Memory will be nearly 40% https://t.co/ObCJDtFAkM

IDEAS · 2

MULONGBig Tech CAPEX flowing directly into memory balance sheets; Micron earnings set to surge as memory nears 40-50% of AI CAPEX spend$824.58-27.64%›SKH

SKHXLONGSK Hynix, the leading HBM supplier, is a direct destination for Big Tech CAPEX as memory nears 40-50% of AI infrastructure spend—IDEA›