Situational Unawareness@leopoldriskmgmt1h@pulte $5 cheaper credit scores slightly offset by skyrocketing mortgage rates and broader inflation. Well done141
Situational Unawareness@leopoldriskmgmt11hIf all three memory makers working on custom HBM with Nvidia, is it actually differentiated or at a significant premium?180
Situational Unawareness@leopoldriskmgmt12hSo despec then respec… and trade ratio worse for 4E than 4… doesn’t sound like anyone going to 4 Hi12240
Situational Unawareness@leopoldriskmgmt14h$MU can someone ask about base die, custom HBM, packaging, other memory variants, despec impact, Chinese, and competitive advantage1298