In short: The other memory name in the same basket — "we bought SK Hynix, we bought the DRAM ETF, we bought CoreWeave, we bought Nanya, and just for a trade, not for long-term."
A Taiwanese memory-chip maker bought in the same basket as SK hynix and a DRAM fund, for the same reason: the July panic priced these businesses as if the memory shortage had ended. Same caveat, in his words — "just for a trade, not for long-term."
9:58So, we bought SK Hynix, we bought the DRAM ETF. We bought CoreWeave, we bought Nanya, and just for a trade, not for long-term. And so this end of July and August has been a really good backdrop for us, but I think we'll get cautious again going into November into the midterm elections because we feel after November that our president is not really going to hold back and we might see a re-escalation in Iran, we might see new tariffs announced because at that point
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