$MU A 10x multiple at a cyclical peak is not cheap — it's the warning sign
reactive:ai-chip-price-inflation · Joey Zhuo (@JoeyZhuo777) · 2026-06-26
(No summary yet for this item — extraction summaries are still backfilling.)
reactive:ai-chip-price-inflation · Joey Zhuo (@JoeyZhuo777) · 2026-06-26
(No summary yet for this item — extraction summaries are still backfilling.)