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SVTPerformance's Chain of Restaurants
Road Side Pub
SVTP stock pick thread.
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<blockquote data-quote="Fat Boss" data-source="post: 17030913" data-attributes="member: 122645"><p>I was watching or reading something on AI in Jan when it was hot as a pistol and the thing that stood out to me was all the memory AI requires. I said to myself, "self, you should buy some Micron if AI takes that much memory." <strong>Well, it's up 43% since then.</strong> It's working it's way up to be a big bet from my medium list. IMO there's a LOT of meat left there on the bone. </p><p></p><p>Memory is a very volatile market, and when it's pops, it can go sky high. Those chips require capital equipment to increase production (see LRCX, ASML, AMAT, KLAC, et al) and you can't just add that overnight.</p></blockquote><p></p>
[QUOTE="Fat Boss, post: 17030913, member: 122645"] I was watching or reading something on AI in Jan when it was hot as a pistol and the thing that stood out to me was all the memory AI requires. I said to myself, "self, you should buy some Micron if AI takes that much memory." [B]Well, it's up 43% since then.[/B] It's working it's way up to be a big bet from my medium list. IMO there's a LOT of meat left there on the bone. Memory is a very volatile market, and when it's pops, it can go sky high. Those chips require capital equipment to increase production (see LRCX, ASML, AMAT, KLAC, et al) and you can't just add that overnight. [/QUOTE]
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SVTPerformance's Chain of Restaurants
Road Side Pub
SVTP stock pick thread.
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