Meanwhile, most of these telecom companies supporting ASTS with their spectrums and definitive agreements

ASTS has better tech, but SPCX has the capital and connections and potential Starship, if it ever wins. Really hope ASTS wins though, much rather have a few hundred ASTS satellites in orbit providing cell communication then a few ten thousand starlinks to accomplish the same thing.

Lmao at that SPCX call

MU will double from here, but we need: * Ten percent luck, * Twenty percent skill * Fifteen percent concentrated power of will * Five percent pleasure, * Fifty percent pain * And a hundred percent reason to remember the name

Imagine selling MU at $63 and missing the AI rip, brutal timing

fuck. I never should've bought OPEN

Wish the Koreans had Diamond Hands. They be selling Memory stocks after that blowout MU earnings. Panicans fr

The industry physically cannot produce enough DRAM to meet CPU demand alone, let alone the 9 other categories growing simultaneously. This is why Micron just reported 84% gross margins, $100B in SCAs, and said "supply is structurally constrained" with "no line of sight when supply catches up." Memory is the new oil.

SNDK performed better for MU earnings than MU did lmao

The other thing is that entry barriers are huge to produce DRAM that is good by modern standards. i.e. not wanting to produce what was leading-edge in 2018 but terrible now. Assuming prices stay high enough to justify the capex, then we might see in a few years more Chinese companies trying to enter the market. Even then, companies like CXMT are focused mostly on consumer RAM, since Micron left a huge void in that market.