Data loss is a common occurrence. According to a study of Backblaze customers, nearly one in two (46%) users experience data loss each year. More specifically, memory card data loss is a common ...
A lot has happened since our last note on Micron; reports of weaker data center capex spending, the CAC announcing its investigation, and Samsung pledging to cut memory chip production. We remain ...
We maintain our $660 fair value estimate for shares of wide-moat Lam Research after it reported results toward the high end of management guidance in the December quarter. Lam’s results continue to ...
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