Now that $MU to $SNDK have pulled a major recovery. Good to have a reminder that the memory bottleneck hasn’t changed! Same with CW lasers… substrat...
Twitter @Serenity
Now that $MU to $SNDK have pulled a major recovery. Good to have a reminder that the memory bottleneck hasn’t changed! Same with CW lasers… substrat...
Serenity: Yes, I'm still bullish on memory like $MU / Samsung.
As I said earlier, markets tend to rotate from bottleneck to bottleneck.
This week it looks $AXTI to $LITE in the photonics sector is the focus again.
The thing is... the primary thing that changed are the stock prices,
As I said earlier, markets tend to rotate from bottleneck to bottleneck.
This week it looks $AXTI to $LITE in the photonics sector is the focus again.
The thing is... the primary thing that changed are the stock prices,