As a millennial, I was very lucky to see and invested the entire iPhone $AAPL invention cycles (almost every additional alpha $ invested in apple, have not sell one share yet); starting the last few years, the allocation goes to $TSLA , the speed of invention is unbelievable.
@nerdalert i still try to understand that, people are questioning NVDA's leadership/moat in GPU; but nobody is questioning these memory companies, does the Chinese not invest in producing memories? isn't it easier to do memories than GPUs?