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Non-Tech : Kirk's Market Thoughts

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To: Augustus Gloop who wrote (20675)	9/26/2024 10:02:26 AM
From: Kirk ©	2 Recommendations Read Replies (2) of 27117

Lovin' my DVR, CNBC interview 10 min before the open: Sanjay Mehrotra, Micron's CEO, says Micron's high-bandwidth memory (HBM) needs more wafers than standard memory to produce the same number of GB. Also said AI is just starting the first years of a 20-year cycle so he doesn't worry that much about the ups and downs. VERY positive for the capx companies reflected in their prices soaring today.

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