Doug from Fabricated Knowledge on the Semis industry and his RMBS thesis
Yet Another Value Podcast
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Compde Data Center Market
micron says this going to be a 20 billion dollar market by 20 30, i think about just the cost in bringing down the cost, it seems like it should be se x l should be just like a much bigger market. A, am i kind of missing something? Again, this is a generalitious question. So sod you start noting, when would you start? Seond halp o, 20 23. Second aa, ttwnty, 20 yes, second half of 20 23. You know, at's a big,. that's a big, extremely long dated call.
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