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Storage must double again. In the second half of the year, Mag 7 will be officially replaced by Semi 5.
According to the latest data from Bloomberg, the top of the AI "bubble" is at least postponed until 2028.
South Korea's version of major infrastructure will also last at least five years, and MU's long-term agreement is also five years.
Lenovo says the shortage will last ten years, and Hynix's price increases will also last ten years.
At this rate, I don't think I can just lie down.
Watch Apple and Meta continue to halve!
Thank you all.
😅😅😅