Lucy L. (@LucyBuilding) “你说的对，共同点就是用旧框架去套一个全新的需求结构。这是 AI 基础设施周期，不是消” — TopicDigg

$MU $DRAM $SNDK Five types of idiots showed up today on X. Type 1: Thinks this memory rally is driven by $AAPL, consumers and iPhones. This rally has nothing to do with consumers. Nothing to do with iPhones. Zero. Nada. This is an AI data center infrastructure cycle. Type 2: Still thinks DeepSeek kills memory demand. We settled this months ago. Move on. Type 3: Thinks Trump will approve Chinese memory into the US supply chain. National security exists for a reason. Apple will never risk its ecosystem on Chinese silicon. It's a negotiation tactic. Not going to work on structural AI demand. Type 4: Thinks 40% of DRAM demand comes from OpenAI alone. Wrong. Type 5: Thinks TurboQuant reduces memory demand 6x. Where did that narrative go?