Orders are trimming the fat



The market storage is most afraid of just being all talk.
Korea's data from 20 days prior to June is clear: DRAM +342%, NAND +336%, MCP/HBM +209%, SSD +405%.
Price can be noisy, but orders don’t lie. AI infrastructure ultimately comes down to how much you can deliver.
#MyGateTradeStory
DRAM9.00%
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