Memory prices ATH. Chip Exports ATH. Korea up 25% in last 3m alone. I expect Micron earnings will see a major reprice up tomorrow. As well as AI supply chain in general soon. All demand pointing up and at growth rates higher than anyone expected. This needs a major blow to reverse course (eg Hyperscaler AI CAPEX cuts) which are currently not on the horizon. Why is Burry still short?
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