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Storage will double again. In the second half of the year, the Mag 7 will be formally replaced by the Semi 5.
According to the latest data from Bloomberg, the AI "bubble" top will be at least delayed until 2028.
South Korea's version of the massive infrastructure build will last at least 5 years, and MU's long-term agreement is also 5 years.
Lenovo says the shortage will last 10 years, and SK Hynix's price hikes will last 10 years.
This leveling... I guess there's no lying down.
Watching Apple and Meta continue to get cut in half!
Thank you all.
😅😅😅