@nicholas_crown: Micron is using automakers to hedge the next memory bust. We just published new research on how we’re trading the memory cycle.

Nicholas Crown
Nicholas Crown
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Saturday 01 August 2026 13:55:01 GMT
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vaelin99
Alex A :
This is a strategy I believe started with Broadcom and Hock Tan.
2026-08-01 14:01:02
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patriot177602
patriot177602 :
Letter
2026-08-24 02:17:44
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