Kevin's take on AI memory chips: Even if supply floods in or prices dump post-rally, valuations still hold up.
TL;DR — This isn't just momentum. Fundamentals support current levels even in a bearish supply scenario.
If you're shorting memory plays thinking it's pure hype, you might be early. The thesis has legs beyond the pump.
TL;DR — This isn't just momentum. Fundamentals support current levels even in a bearish supply scenario.
If you're shorting memory plays thinking it's pure hype, you might be early. The thesis has legs beyond the pump.