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First-Sip Taster$Micron Tech(MU.US)$Sandisk(SNDK.US)$Roundhill Memory ETF(DRAM.US)$Roundhill T-Rex 2X Long DRAM Dly TrgtETF(RAM.US) The bubble in storage is far larger than in other segments, and the gross margin has already given the conclusion.
美光赚翻了，但真正的胜负手——是爆雷先到，还是闭环先到？
我昨天一大早熬夜起来看财报后写的那篇美光，评论区已经吵翻了。赞同的很多，但真正扎到我的，是一句反对的。有读者留言："地主家也有没余粮的时候。"这句话，真的很狠。因为它一刀戳进了我研究的整条"利润迁移链"最致命的地方——美光能赚多久，根本不取决于美光，取决于给它送钱的"地主"，还撑不撑得住。而想清楚这件事，你得先换一个角度看这场游戏：这不是一场技术竞赛，而是一场现金流竞赛。美光这 280 亿...
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