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“a large percentage of Big Tech's CAPEX, debt raised, and equity raises is going straight up into the balance sheets of the memory trio”
@Saldivva
SK Hynix, the leading HBM supplier, is a direct destination for Big Tech CAPEX as memory nears 40-50% of AI infrastructure spend
SKHXLONGIDEA · NOT YET PRICED
“a large percentage of Big Tech's CAPEX, debt raised, and equity raises is going straight up into the balance sheets of the memory trio”
@Saldivva
Big Tech CAPEX flowing directly into memory balance sheets; Micron earnings set to surge as memory nears 40-50% of AI CAPEX spend
MULONG@ $1,139.58
$815.38-28.45%
since call Jun 20
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