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What did I say? All of SK Hynix's underwriters have to hype up the atmosphere. One of the underwriters, Bank of America, has released a research report.
1. The rumor about Meta cutting storage chip orders is not credible.
2. Meta selling computing power does not mean there is an oversupply of computing power.
3. ChangXin Memory Technologies is nothing to worry about in the short term.
4. The Korean memory industry has not peaked, and true oversupply will not be seen until 2033.
For my specific actions, see my previous tweets.