POPA ReconI think it would be good from two big perspectives
I think it would be good from two big perspectives 1/ It doesn't mean slowing demand, but markets may recognize that even Nvidia doesn't protect margins as memory rises 2/ Since the Broadcom earnings announcement, the market has had a lot of questions about the server rack margin on the margin, and answers at this point? 3/ It is not a slowdown in demand, but a lack of performance improvement, and it is not a damage to the investment thesis 4/ However, if the current memory price continues beyond the current level, the market is not yet able to afford it 5/ In the end, there should be a C…
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