《Nvidia Stock Earnings (And Salesforce, Veeva, & Crowdstrike) LIVE》
尽管AI需求短期强劲，但因对长期（十年期）内存价格稳健性持怀疑态度，避免持有MU。
AI 基础设施建设推动美光股价达到2000美元的可能性有多大？我觉得这个逻辑比以前更强了，但感觉……你知道，真正推高存储股的是韩国的杠杆效应。
What are the chances the AI buildout goes to 2K for Micron? feel the case is stronger than before, but it feels so um you know what really shot up the memory stocks was leverage in Korea.
我不想这么说，我不喜欢利用杠杆来交易，但我认为目前驱动存储周期的主要因素是……我给你们看一下，稍等，在我们的股票标签页里。我相信它应该在 Nvidia 标签页下，那是我们为 Nvidia 财报做准备时整理的。
I hate to say it, I don't love playing off of leverage, but I think what drives a lot of the memory cycle right now is I will show you hold on in our stock tab. I believe it is under the Nvidia tab when we were prepping for the Nvidia earnings.