marnoldi

[marnoldi @marnoldi]

@TradexWhisperer Or 2022…

[marnoldi @marnoldi]

@Investor_NICK_ @cdettradess More like 2-3 years

[marnoldi @marnoldi]

@jukan05 Water is wet

[marnoldi @marnoldi]

@fsmcheung @NEWS2082680 Samsung is…

[marnoldi @marnoldi]

@HyperTechInvest That’s painfully weak in this environment

[marnoldi @marnoldi]

@nakano_kabu $60?, it will be near double that

[marnoldi @marnoldi]

@DeepIceValue It’s a 2T company

[marnoldi @marnoldi]

@InvestAiPeace @HyperTechInvest The market is projecting memory downturn. Forward PE compression is behaving exactly like a cyclical

[marnoldi @marnoldi]

@Srasgon You really follow the guy that intentionally posted numerous unverified FUD about MU being excluded from Vera Rubin HBM4?

[marnoldi @marnoldi]

@CapitalObserver They haven’t figured out anything yet. When shortages show some relief they will specify more memory

[marnoldi @marnoldi]

@asymmetricfocus @HyperTechInvest They will be growing then, because they will have more supply.
Probably slightly lower margins but many more units

[marnoldi @marnoldi]

@HyperTechInvest What a terrible take. My dead grandmother could’ve figured out that a supply constrained industry won’t grow at 100% for two years in a row

[marnoldi @marnoldi]

@jukan05 It’s a car! Kidding

[marnoldi @marnoldi]

@EugeneNg @nrossolillo of course it will decelerate, can’t have 70 percent increases forever.

[marnoldi @marnoldi]

@AskYoshik It’s like Amazon’s first decade. They will become profitable after scaling

[marnoldi @marnoldi]

@jukan05 @imnotharsh The richest person on earth can afford $30B, especially with funding help. Will it scale as efficiently as hoped?

[marnoldi @marnoldi]

@JaguarAnalytics You need supply first, late 2027 at the earliest but it’s most likely not enough to tip the scales

[marnoldi @marnoldi]

@bubbleboi The replacement for DRAM has been around the corner every year the past 30 years

[marnoldi @marnoldi]

@firstadopter TSMC the company makes the price. With memory, the market makes the price.

[marnoldi @marnoldi]

@rdd147 @JColinBrown it’s only a fraction of profits, and getting smaller every day