I'm really happy that everyone around me who trades MU (Metal, Silver, and Memory) has made money lately, especially with @MSX_CN. We often discuss US stocks and trade valuable assets together. I've been quietly lurking in various discussion groups— The manufacturing of memory chips is basically monopolized by three major manufacturers: Samsung, SK Hynix, and Micron. Samsung holds over 90% of the DRAM market share, and over 60% of the NAND market share. AI servers require 8-10 times more memory than regular servers. With the explosive growth in AI computing power, the demand for AI server memory has also surged, leading to a shortage of high-end memory chips (HBM, DDR5, etc.). I always feel like I still have so much to learn. 🙋 @Rocky_Bitcoin added me to a US stock group—I really want to improve!

I asked my assistant to arrange it. 🫡