Tae Kim (@taekim): "Of course, memory stocks sold off too when the SemiAnalysis note was POSITIVE on memory 🤦‍♂️"

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Tae Kim

3d

Key Context by Tae Kim

Of course, memory stocks sold off too when the SemiAnalysis note was POSITIVE on memory 🤦‍♂️

Tae Kim

3d

Nvidia Executive Is Bullish on CPO Rollout, Seemingly Refuting SemiAnalysis Narrative

taekim.substack.com/p/nvidia-executive-is-bulli…

Jun 9

at

6:35 PM

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