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Zephyr — sniff.trade
← Zephyr
1 trades tracked · Zephyr · 4w ago
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MU
MU
LONG
“Memory bandwidth matters for decode and determines ur revenue”
@zephyr_z9
Inference is memory-bottlenecked, making Micron the direct revenue lever for AI inference at scale
MU
MU
LONG
@ $1,151.71
$814.95
-29.24%
since call Jun 28
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