Just short Oracle and Coreweave.
My chop block list has those, plus micron, amd, nvidia, sandisk, western digital, skhynix, corning and marvell.
Those should really eat a lot of shit if any of the two ai companies stops buying everything no matter the price.
My chop block list has those, plus micron, amd, nvidia, sandisk, western digital, skhynix, corning and marvell.
Those should really eat a lot of shit if any of the two ai companies stops buying everything no matter the price.