TheLAPurchaser (@thelapurchaser) 's Twitter Profile
TheLAPurchaser

@thelapurchaser

L/S Equity. Not financial advice.

ID: 1246931474936406016

calendar_today05-04-2020 22:43:37

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TheLAPurchaser (@thelapurchaser) 's Twitter Profile Photo

$NVDA conclusion for the supply chain? Everyone wins. 'We need a lot more capacity' Jensen. Just own whatever you want that makes you happy and sleep easy at night... $MU $SNDK $LITE $COHR $CRDO $TSEM $EWY $STX $WDC

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$MU: We signed a LT 5-yr agreement that gives us confidence that the demand side function of the cycle is a lot bigger than anyone thought. we have more visibility into the biz than ever before. it only took (i) pricing going up 100% for a few qtrs in a row, (ii) every customer

$MU: We signed a LT 5-yr agreement that gives us confidence that the demand side function of the cycle is a lot bigger than anyone thought. we have more visibility into the biz than ever before. it only took (i) pricing going up 100% for a few qtrs in a row, (ii) every customer
TheLAPurchaser (@thelapurchaser) 's Twitter Profile Photo

A list of some of the greatest investments in US history We spent 3% of GDP for a decade with railroads, and it drove massive productivity for the next 100 years I’ll take round 2 of that

A list of some of the greatest investments in US history 

We spent 3% of GDP for a decade with railroads, and it drove massive productivity for the next 100 years

I’ll take round 2 of that