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VibeInvest5 @no_cap_cap on x XXX followers
Created: 2025-07-18 19:36:24 UTC
Seems like the big question is Samsung qualification. $MU bulls argue it is just a negotiating tactic on the part of NVDA. But TBU is pointing out that if Samsung gets qualified and then goes with Micron that's bad for Micron's pricing and if NVDA goes with Samsung that is also bad for Micron. But also people seem to think there is no reason Samsung won't be able to pull it off. So only Micron bull case is Samsung fails qualification or HBM demand exceeds Samsung joining the fray. Thoughts?
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