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CXM

CXMT

1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by ThreadGuy 4d ago
CXMCXMTLONG4d ago
“I'd pawn everything I fucking owned to put size into this thing if I had an opportunity to do it... they plan an expansion that may more than double monthly wafer output. They ink a five ByteDance sup”
ThreadGuy

The Chinese memory chipmaker is doubling its monthly wafer output to 350,000 and locking in billion-dollar domestic supply deals, making it a generational buy.

CXMCXMTLONG@ CNY 46.79
CNY 53.02+13.31%
since call Jul 27
peak +24.6%
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