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Post #4502 470
Memory Companies Tier List

- AI is turning memory from a cyclical commodity trade into an infrastructure bottleneck trade.

- HBM leaders, recovery options, Western proxies, and NAND high-beta names are not the same trade.

https://x.com/dbkventures/status/2055091723492339827?s=46&t=hr2fbvcHJGpvp_SbDstdzg
X (formerly Twitter) DBK‏ (@DBKventures) on X Memory Companies Tier List - AI is turning memory from a cyclical commodity trade into an infrastructure bottleneck trade. - HBM leaders, recovery options, Western proxies, and NAND high-beta na…
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