@RihardJarc you are betting that Samsung wont qualify for HBM4e.. that is a stupid assumption. Samsung invented the HBM market. SK Hynix obvious leader here but samsung will be aggresive to claw share back.. and $MU will be at the receiving end.
@eenLien@mcinnes_danny To be clear, Raj is a great executer but being a public company CEO requires that plus more.. last thing we want to see from Raj is him selling 100% of his vested stock..that was an unforgivable mistake!
@MrNotAdvice they have experienced significant delays. I am not convinced that their technology lead is that far ahead of competition. They are already 2 years behind original timeline and you cannot assume competition is sitting idle. even now they have signaled delays with HVM SAT
@AlderLaneEggs Whats your advice to Raj Talluri and team at $ENVX? their external comms. sometimes seems intentionally muddled. They are executing but its all the other stuff that gets the focus.
number of brokers I transact with are saying they are seeing covering in $ENPH and some $SEDG and $TAN.. If you want to squeeze $ENPH now is the time @cantonese