Called DRAM Tightness Early
30:42–31:32 · 50s
Ankur recounts anticipating a DRAM squeeze years before the market, which only recently acknowledged the surge as Micron’s valuation exploded.
30:42–31:32 · 50s
Ankur recounts anticipating a DRAM squeeze years before the market, which only recently acknowledged the surge as Micron’s valuation exploded.
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