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I looked at
$MU. CEO has an Interesting take on the “secular trail winds” facing the industry, but I’m not smart enough to predict that myself -
I’m not an expert but I think SSDs are in a big conversion. I also think all the AI, blockchain crunching, and autonomous cars/robotic stuff will drive huge demand too. I think both will be for a long time. I know they are cyclical but I also think we might not be at top of cycle
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I’ve never read that book (not sure why!?!) I’ll check it out.
Thanks. Twitter will use this to make your timeline better. UndoUndo
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