They're not saying the most important reason. The true reason is because I just invested in Micron. Every time I invest in a company, it takes a nose dive. This is a Natural Law.
1) The market for HBM is dominated by SK Hynix, Samsung, and Micron, with SK Hynix leading in market share. 2) HBM is not a commodity but still quite close, compared to the custom chips made by Broadcom, Marvel True value is in scarcity and difficulty/degree of complexity in building a product.
They're not saying the most important reason.
The true reason is because I just invested in Micron. Every time I invest in a company, it takes a nose dive. This is a Natural Law.
i was an idiot for not dumping at 150 this summer...
Don’t worry, I am an idiot for buying before earnings today
You and me both @@user-nr2st8gf5k
The semiconductor rally is over, now it's an AI software market.
you will be okay...
how can we get more analysts like this ?
1) The market for HBM is dominated by SK Hynix, Samsung, and Micron,
with SK Hynix leading in market share.
2) HBM is not a commodity but still quite close, compared to the custom chips made by Broadcom, Marvel
True value is in scarcity and difficulty/degree of complexity in building a product.
2) -> incorrect, HBM is supply-constrained and therefore the almost opposite of a commodity.
Bad day to report
Semiconductors are cyclical again?
I don’t understand this guy when he talks. I need for someone to translate.
this guy not even speaking english