#ai-hardware-hbm

[ follow ]
Tech industry
from24/7 Wall St.
7 hours ago

Wall Street Thinks This AI Powerhouse Is Headed to $1.6 Trillion, But Historical Cycles Suggest It's a Stock to Avoid Like the Plague

Micron’s valuation assumes continued perfection despite extreme cyclicality in memory markets and downside-skewed risk/reward at current levels.
[ Load more ]