2026-01-06 18:22:39

Really impressive. This is the market opportunity of the AI era. Looking back, if Micron had decisively switched to SanDisk's storage chip production line back then, this wave of gains would have easily exceeded 50%. Sometimes, the choices in the supply chain determine the profit ceiling.

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PaperHandSister

· 01-09 17:23

Damn, this wave of market movement is truly amazing

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BearMarketLightning

· 01-09 00:09

The chip production line is really not something ordinary people can handle. Micron's decision, to put it simply, is a gamble on luck.

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TrustMeBro

· 01-07 20:09

Securing a position in the supply chain is everything; missing a single step means total defeat.

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ShadowStaker

· 01-06 18:52

ngl the supply chain bet is where real alpha hides... but let's be real, micron fumbled the timing hard. would've been absolute chaos trying to pivot production lines mid-cycle, not just a 50% move. infrastructure decisions hit different when you're locked in for years

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GmGnSleeper

· 01-06 18:51

Positioning in the supply chain is truly a matter of heaven or hell. If Micron had really dared to gamble back then, they would have taken off long ago.

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MultiSigFailMaster

· 01-06 18:50

That's right, missing out on this wave is indeed a bit unfortunate. Securing a position in the supply chain can truly determine life or death, it's not just talk.

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ConfusedWhale

· 01-06 18:47

Positioning in the supply chain is really a game of long-term vision. If Micron had been more decisive in that move, who knows how much they could have made by now.

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