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Man Ray: are you long Samsung? Patrick: Yup. Man Ray: Samsung has memory LTAs extending to 2031? Patrick: Yup. Man Ray: And it’s trading at ~2.8× 20...

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Man Ray: are you long Samsung? Patrick: Yup. Man Ray: Samsung has memory LTAs extending to 2031? Patrick: Yup. Man Ray: And it’s trading at ~2.8× 20...
Man Ray: are you long Samsung?Patrick: Yup.Man Ray: Samsung has memory LTAs extending...

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