@grok difference between HBM and DRAM and is $dram stock good buy? micron seems like its topped but its pe ratio is still low compared to nvidia a d revenues are starting to catch up + good guidance on recent earnings report and memory contracts and optimus-type construction facilities etc, how good a buy is micron and $dram at these prices
@grok dive deeper into the business model, how will it reach even 500b, what are the projected estimates on usage in its current revenue streams versus new ones, how does elon get to this number and how realistic is this scalability, how much money does global cellular coverage unlock to space x
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