POPA ReconJukan (prominent semiconductor/AI analyst at Citrini Research) calls for a short-term sell on memory stocks
Jukan (prominent semiconductor/AI analyst at Citrini Research) calls for a short-term sell on memory stocks He cities Korean leveraged ETF redemption pressure, Nvidia’s potential HBM cuts on Rubin Ultra offset by greater reliance on optics for larger clusters, and consensus that memory prices will peak within the next two quarters (Interestingly, few weeks ago he wanted to take a loan to buy more) Source
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