qualcomm finally has a real AI story. buying Modular to fight CUDA is the smart play, software is nvidia's actual moat not the silicon. started a small position after hours
☕️ [Task Coins Giveaway] Daily Market Talk — Micron's Monster Quarter
It's still all about AI memory. Micron just dropped a monster quarter after the close, with revenue more than 4x'd to $41.46B and guidance for a stunning $50B next quarter. Korea staged a V-shaped rebo...
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