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bullish
Memory Monitor: The Emerging Mass-Market Edge AI Need for Mobiles; Long Micron Vs. Short Nanya Tech
Vincent has highlighted this Insight as a Top Pick
903 Views23 Dec 2024 04:29
Micron's outlook disappointed last week, but the decoupling trade of Long SK Hynix vs. Short Nanya Tech is working. Consider swapping in Micron as the Long position vs. Short Nanya Tech.
What is covered in the Full Insight:
- Micron's Market Performance
- Memory Decoupling Trade Overview
- HBM Market Strategy and Outlook
- Sector Insights: Smartphone, PC, and Auto Markets
- Forward Guidance and Market Reactions
SUMMARY
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(Paid Plans Only, 7-minute read)
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Discussions
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Price Chart(Sign Up to Access)
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