X·财经博主· Serenity (@aleabitoreddit)·· 6 天前AI 评分29
Sure... Random train of thoughts on markets now, optics like $LITE / memory + $IREN / Anthropic.
Sure... Random train of thoughts on markets now, optics like $LITE / memory + $IREN / Anthropic.
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Sure... Random train of thoughts on markets now, optics like $LITE / memory + $IREN / Anthropic. On Memory: - Demand visibility on $MU / Samsung / SK Hynix extend into 2030-2031. Samsung has LTAs covering 70% of their capacity into 2031 (likely with SK Hynix type price 引用 @Wolfex_Yeat：@aleabi
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