J
Jul 8 at 04:26 AM
the real story today isn't Samsung, it's the DeepSeek in-house chip report. if China designs around Nvidia and the memory makers, that's a structural demand question for $Micron Tech(MU.US), not a cycle timing one. i trimmed a little into the bounce last week and i'm glad. not touching memory until this DeepSeek thing gets clearer.
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