John Appleseed

[John Appleseed @LearningLeard]

@insane_analyst @IanCutress You should

[John Appleseed @LearningLeard]

@TBU12345678 Too soon

[John Appleseed @LearningLeard]

@insane_analyst @joedab12 @anni_sen Yikes

[John Appleseed @LearningLeard]

@insane_analyst This didn't age well

[John Appleseed @LearningLeard]

@insane_analyst Puts or gtfo

[John Appleseed @LearningLeard]

@TBU12345678 $AAPL above pre earnings price.

[John Appleseed @LearningLeard]

@insane_analyst How screwed is $ARM

[John Appleseed @LearningLeard]

@TBU12345678 Nice

[John Appleseed @LearningLeard]

@Alex_Intel_ @jukan05 Where did Chris end up?

[John Appleseed @LearningLeard]

@TBU12345678 Too high. MS the worst

[John Appleseed @LearningLeard]

@CostaV02 @Arronwei3n So the way I read this is Sammy gaining share

[John Appleseed @LearningLeard]

@jukan05 Fundaai

[John Appleseed @LearningLeard]

@bubbleboi $ARM dead in the water

[John Appleseed @LearningLeard]

@evrgn11112231 @JerryCap Thanks for calling all this slop out.

[John Appleseed @LearningLeard]

@jukan05 I don't believe this is true at all given Hynix is selling HBM4 already.

[John Appleseed @LearningLeard]

@zephyr_z9 If China wants it

[John Appleseed @LearningLeard]

@jukan05 "Our value add is at the rack level, is at the solution level, L11 and beyond. That differentiation, we believe, remains for the next"

[John Appleseed @LearningLeard]

@Jukanlosreve Alright memory cycle is over. Pack it in boys

[John Appleseed @LearningLeard]

@evrgn11112231 @TBU12345678 "we'll probably bring that up"

[John Appleseed @LearningLeard]

@TBU12345678 Someone get Scott off the stage