$MU CEO, 실질적으로:
"10년 이상 동안 $AAPL은 우리 칩을 $5에 사서 금속 상자 안에 붙여넣고, 소비자에게 $99 업그레이드 가격으로 팔면서 우리가 $7을 받으려는 시도를 비웃었어요.
이제 우리는 그들에게 $50을 청구하고 있는데, 그들은 돌아서서 고객들에게 $250 가격 인상을 했네요."
@nit_jain People said this same thing 6months back ….for context let’s take MICRON was overvalued when it was 300$ at the start of the year …6 months down the line it’s at 1000$
This is the watchlist of AI & Data Centre-related names in India
https://t.co/SOTABZ5Hoa
This is not my effort. I have taken this from a report shared by @ishmohit1
@LearningEleven Sir…is Aeroflex still not fully priced ..I know it’s trading 121 pe …but is the market still not lookin at it like the MTAR or Sterlite ….since their data center story can only get bigger from here on