Micron Tech Commentator
Total AssetsOperation: Build positions in batches, with a maximum position of 10% in the underlying stock. For the 2028 30 call, buy a 0.5% position and hold it without selling; it might have a surprising effect.
Before buying, you must think clearly. Things you buy just by following the crowd are hard to hold onto.
As for me personally, after reading many people's discussions and research reports, I think it makes sense and have started building a position.
The next bottleneck for AI infrastructure: Data is starting to become immobile (excerpt from x)
$Nokia Oyj(NOK.US) The money in AI infrastructure is gradually flowing from single-point computing power to system-level interconnection. The market has been focusing on GPUs for the past two years, which is not wrong. But one thing that is becoming increasingly clear now is that training large models is not about a few cards fighting alone, but about thousands of GPUs collaborating simultaneously. Machines are getting faster, but the overall efficiency of the system is increasingly constrained by data movement capabilities. For the next few years in the AI industry, the essence is solving the same problem: data movement. After PCIe 6.0...
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