@HyperTechInvest Se reduce por la grave escasez de memoria y por más envíos de racks Rubin de los estimados inicialmente. La gente es estúpida. Vendieron en deepseek, vendieron en turboquant y venden ahora.
@JulienTechInvst The reality is that the articles are presented in a sensationalist way, at least in their headlines, and the market always interprets them negatively. Every time something is published about $MU, the stock price plummets.
@Midnight_Captl I think they haven't increased the backlog forecast because they can't reserve more capacity at TSMC or more memory. You know who owns everything.