This year, this research institution has repeatedly spread rumors, twice claiming that Micron Technology's HBM4 share in Nvidia is zero; also said that Nvidia's RUBIN platform HBM configuration was halved, and later changed the statement to say DDR memory was halved; Yangtze Memory's 13% market share is also a rumor spread by this institution... there are many more...
Basically, they are cooperating with intermediaries and market makers to short the AI computing power industry chain. Whenever there are significant fluctuations in these semiconductor stocks in the market, they will cooperate.
Therefore, retail investors need to have the ability to discern when they see certain information, media reports, or investment bank reports. The main purpose of these institutions creating asymmetric information is mostly to 'cut the leeks' (exploit naive investors), not to serve retail investors.
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