《Jensen Huang Just Destroyed the Biggest AI Bear Case!!》analysts mentioned in episode
内存需求在整个十年内超过供给，这支撑了对 MU 的看多论点。
在本期节目结尾，他们认为内存短缺问题在本十年内仍不会得到解决。所以有意思的是，这对内存投资者来说可能显得可怕，但最终他们的结论是，这种内存需求在本十年内不会得到解决。因此，这对他们来说仍然极度看涨。
At the end of this episode, they believe that memory crunch is still going to it's not going to be solved this decade. So, it's interesting that it might seem scary for memory investors, but at the end, they ended up saying that the kind of memory demand is not going to be solved this decade. So, that's still extremely bullish for them.