rollneck

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@opt_mist5 Yes indeed, & bet it takes a long time for them to lower prices

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@JournalistJill @HeadWarriorTWM Not a crap film!

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@JamesTrvdes Exactly, CXMT has been years in the making

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@ekroth Completely understand with sive. I allow quite a bit of leeway with winners unless there is a real shift in narrative. Still a buy on sive?

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@undrvalue Memory can scale back to 70% and still be and still be an amazing business. If it proves that at duration $$$$$

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@TradexWhisperer Amazingly less than SpaceX's TAM for pretty much everything 👀

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@KrisPatel99 The kind of idle twaddle written after every red day

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@semivision_tw Maybe CXMT are offering good LTAs for their upcoming expansion

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@PokeBearGuru @808crypto @jimcramer So funny

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@BlueGeorgia Tunnels ... That the best you have bill?

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@MatNuclear One wonders what would have happened if Israel had made peace with the Palestinians

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@neilcybart Did you ever complain about the markup apple put on memory? Or just annoyed that you know apple will never lower their prices even if memory comes down?

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@dylan522p @SouthernValue95 CXMT are charging the same amount as everyone else, the shortage has made them very profitable

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@DavidSamuelMay

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@zerohedge "immediate, tangible returns" ... tell that to Tesla or SpaceX investors

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@BoardofDeputies @LordJohnMann The IHRA definition is racially prejudice, and used to deflect legitimate criticism

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@blondesnmoney ... remember when apple used to make a fortune by charging $200 for a memory upgrade that cost a couple of bucks?

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@SpencerGuard Why did you refuse to answer? Is it because you are actually an expert and you know the deaths are massively underestimated, even at 70K. The real number will be several hundred thousand