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theMark🐂 Alcista83d
HBM3E is sold out for 2024. The AI memory cycle is different from previous DRAM cycles because HBM has structurally higher margins and longer contracts.
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scalperX894🐻 Bajista83d
Memory is cyclical. Always has been always will be. The stock is up 80% in a year and everyone is saying this time is different. That's usually when the cycle tops.
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