sheng chuen lee

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Joined Apr 2026

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Western Digital Corporation (NASDAQ:WDC) is one of the best AI memory stocks to buy in 2026. JPMorgan lifted the price target on Western Digital Corporation (NASDAQ:WDC) to $650 from $530 on June 12 and maintained an Overweight rating on the shares, telling investors in a research note that the firm is raising its earnings forecasts for the HDD companies primarily led by a more positive view on pricing, and in turn, the incremental margins that the companies are expected to report in the coming
1 day · translate
yup taiko behind no problem
1 week · translate
AI 算力多强大如果没有储存DRAM SSD也是算不动,所以SSD SK HYNIX SUMSUNG MICRON 优先供给数据 所以HDD,还有很多市场
1 week · translate
bowman 是的 notion 和jcy 有机会 如果会1投资一定是先入DUFU
1 week · translate
工业级Hdd 30tb 40tb 是给冷储存 SSD 是给前端推理模型 ssd 价格 HDD 两到三倍 甚至5到六倍 飞机有了 不代表邮轮运输被淘汰 以后Ai 产生的数据 是永无止境.
1 week · translate
飞机快了 但全世界还是需要便宜的邮轮 飞机等于SSD 邮轮等于HDD 所以DUFU市值现在才10多亿 未来补涨爆发比其它大马科技股来的快
1 week · translate
ada smart money
1 month · translate
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