《SKYROCKETING STOCK MARKET: Meta, AMD, Agentic Compute & IRAN ?!?!?!》
看多 MU，因主要 DRAM 厂商的 HBM 产能已售罄，不过大宗定价可能在 2027 年底见顶。
股价已经冲破了我的 735 线。我们在我的线位只是做了最短的喘息，好让我和 Kevin 可以说：“我们在我的线位待过。”就这样。时间只够说一句：“我们在 Kevin 的线位待过。我们尊重了这条线，但再见。”
The cues have smashed through my 735 line. We took like the shortest breather at my line just so me Kevin could say, "We hung out at my line." That's it. It was just long enough to say, "We hung out at Kevin's line. We respected the line, but peace."
这实际上对高带宽内存是看涨的，比如你的 skinex 或你的 micron
which is actually bullish for high bandwidth memory like your skinex's or your micron