In short: A connectivity seller grouped with the cyclical networking winners — strong now, but no durable moat once supply catches up.
3:54So they have immense pricing power. We have advanced packaging, chiplets, HBM integration and so on. We have HBM Memory, SK Hynix, Micron, and Samsung. Micron literally today just surpassed a trillion dollar market cap going up 18%. Over the past year, the stock is up like 10x because Micron is selling memory. All of a sudden, everybody wants memory.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.