alvinc
alvinc
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avataralvinc
06-30 23:14
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06-30 23:06
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06-30 22:25
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06-30 22:25
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06-30 22:24
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06-30 22:23
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06-22
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06-15
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06-10
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06-05
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06-05
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06-05
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05-31
avataralvinc
05-31
No, china is too competitive, margin will be further compressed.
avataralvinc
05-31
$Dell Technologies Inc.(DELL)$  Dell has spiked too much and should recorrect soon.
avataralvinc
05-31
AI will finally integrate with cloud
avataralvinc
05-31
$Marvell Technology(MRVL)$  we are just at the start of the AI cycle, Marvell will pump another 50% at least
avataralvinc
05-27
Micron is v v strong now
avataralvinc
05-27
Leaps is good
avataralvinc
05-27
So true

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