I’m considering building a new big LT position within AI infrastructure constraints.
Power, memory, substrates and now glass…
There’s SO many opportunities circulating right now; $LPK $P $PENG $DGXX $MRAM just a few examples.
The industry is moving SO fast.
So, what’s the best cases out there in your perspective?
I need inspirations for my research.
Power, memory, substrates and now glass…
There’s SO many opportunities circulating right now; $LPK $P $PENG $DGXX $MRAM just a few examples.
The industry is moving SO fast.
So, what’s the best cases out there in your perspective?
I need inspirations for my research.
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