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![wmhuo168 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::30159141.png) William Huo [@wmhuo168](/creator/twitter/wmhuo168) on x 38.8K followers
Created: 2025-07-18 22:35:56 UTC

Here’s the playbook. Pair cheap DRAM with domestic packaging. Build good-enough HBM modules. Undercut global rivals on price. Collapse their margins. Force exits without firing a shot. (8/15)


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946338174596255846/c:line.svg)

**Related Topics**
[dram](/topic/dram)
[playbook](/topic/playbook)

[Post Link](https://x.com/wmhuo168/status/1946338174596255846)