the most expensive component in an NVIDIA GPU is the high bandwidth memory chip. $MU
The HBM shortage will continue to 2030, and instead of buying HBM growth leader, mfs buying stablecoin IPOs @ 150x earnings ( $CRCL)
The HBM shortage will continue to 2030, and instead of buying HBM growth leader, mfs buying stablecoin IPOs @ 150x earnings ( $CRCL)