J
Jul 10 at 05:48 AM
the $Micron Tech(MU.US) bounce is real but China getting cleared to buy H200s cuts both ways. yes it means AI demand is expanding, but it also means Nvidia keeps the pricing power, not the memory makers directly. i'm long memory but keeping a stop under this rally. chips ripping while a war's still on smells a little like complacency.
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