
Rate Of Return
Total AssetsBriefly explain why I don't dare to chase high-flying memory stocks, even though their performance growth this year has indeed been impressive.
Because for memory stocks, I can't see a moat like NVIDIA's CUDA, nor the possibility of frequent subsequent iterations😔
Looking at the results, I was indeed overthinking it😂
$Micron Tech(MU.US)$Sandisk(SNDK.US)$XL2CSOPHYNIX(07709.HK)
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