Neo

The future is fusion.

[Neo @CoolthinkNeo]

@SemiAnalysis_ is it actually positive to $MU in long-term?

[Neo @CoolthinkNeo]

@TJ_Research 逃课君不捞$MU？

[Neo @CoolthinkNeo]

@jukan05 Bro, although it's good earning, stock is down,😂

[Neo @CoolthinkNeo]

@jukan05 What about Q3 guidance?

[Neo @CoolthinkNeo]

@Kente_Clarke Why & How?

[Neo @CoolthinkNeo]

@khnh80044 😂

[Neo @CoolthinkNeo]

@alexandr_wang @beffjezos Will ROI outperform CapEx?

[Neo @CoolthinkNeo]

@ImtiazMadmood No jail in India?

[Neo @CoolthinkNeo]

@jukan05 Testing doesn't mean WH will approve it.

[Neo @CoolthinkNeo]

@StockSavvyShay @FuturumEquities $ALAB products are not high bar, many competitors, like broadcom, Marvell, Microchip, Credo, and so on. stock price is extremely expensive. I am not going to buy it.

[Neo @CoolthinkNeo]

@jukan05 Some difference is, Wall street worries about customer AI ASIC is eating GPU market share, but either AI ASIC or GPU, they all need HBM, NAND as second storage, as long as AI infra CAPEX continues to grow, memory vendors stocks will go up ultimately.

[Neo @CoolthinkNeo]

@jukan05 Per wall street favor, it'll look like that way.

[Neo @CoolthinkNeo]

@jukan05 Oh shit, revenue missed consensus, KORU will be down a lot tomorrow.

[Neo @CoolthinkNeo]

@jukan05 what about $MU? same growth rate?

[Neo @CoolthinkNeo]

@Lin446864729 looks much nicer in real life😀

[Neo @CoolthinkNeo]

@jukan05 Samsung is so greedy, it will get punishment soon.🤣

[Neo @CoolthinkNeo]

@jukan05 not good for TSMC

[Neo @CoolthinkNeo]

@TJ_Research 花街的小作文会故意说云大厂的算力开始过剩了，乘机狂砸芯片股，哈哈

[Neo @CoolthinkNeo]

@jimcramer You just praised $MU yesterday, which made it down 10% today😂

[Neo @CoolthinkNeo]

@StockSavvyShay @VanquishTrader why not? $ADBE is trading at 10x