This is the tell, right, if the industry itself is working to erase the shortage, the "shortage" story can't be the real reason for the price move. I wrote about the same pattern this week: same word explaining both the July crash and Friday's rally in memory names.
Welcome back!! We missed you!! There is no other substack as good as yours 🙌🏻🙌🏻
This is the tell, right, if the industry itself is working to erase the shortage, the "shortage" story can't be the real reason for the price move. I wrote about the same pattern this week: same word explaining both the July crash and Friday's rally in memory names.
No mention of Qualcomm HBC? Seems pretty important in this space
loved how personal and nostalgic this felt 🫶🏼✨ the little details made the memories feel so alive