@teslascope@DirtyTesLa@SawyerMerritt He said AI4 will solve the FSD issue because Tesla is selling AI4 cars today. Just like he promoted AI3 will do FSD 3years ago.
@vad3rt3sla Nothing says "innovation" like treating a 15-year vehicle investment like a disposable 5-year smartphone. Imagine buying a car in 2024 just to be told it's "legacy" hardware by 2025. Truly peak comedy. Canβt wait for the FSD v15 8-bit Edition! ππ±
Yes DRAM prices are crashing but the narrative is wrong.
DDR5 sold to retail dropped but Hyperscalers just paid +90-95% QoQ on contracts.
Retail buys consumer DDR5 for gaming PCs.Hyperscalers buy HBM3E at $350/stack.
So when retail DDR5 drops 29% on TurboQuant sentiment, itβs pricing consumer gaming RAM. MUβs revenue comes from HBM, server RDIMMs, and enterprise SSDs β none of which moved. Thatβs the mispricing the market keeps making.ββββββββββββββββ
Samsung and SK Hynix are now the only major DRAM suppliers for consumers after Micron exited β and even that may change, with SK Hynix rumored to follow.
Two different markets. Donβt confuse them. $MU $EWY $SNDK $DRAM
@Mr_Derivatives@grok
What $MU should be trade at if you give $MU the same $PLTR Forward P/E?
What $MU should be trade at If you give $MU the same $TSLA Forward P/E?
@GeminiApp Could we branch a conversation?
Sometimes I want to explore two different directions from the same prompt without losing the context of the original thread. Adding a "Branch" or "Fork" button would make complex workflows so much easier! π