Evidence

memory markets have always been more commoditized than any other market and I can tell you even the Chinese are going to be ramping up the Chinese are now moving into DRAM you know nan flash they're very good at it... I struggle to see how far you can see the kind of the pricing

— Monetary Matters, at 10:28

I've thankfully been in this Micron trade for for a long while still hold it. Um when you see such a trend, don't count on mean reversion trends uh on a running basis because then because then you'll miss the train, and I think momentum is probably the strongest factor over the p

— Monetary Matters, at 29:31