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The price of memory products is likely to continue going up, but perhaps not for as long as Micron investors may hope.
Acer's chairman just accused the world's biggest memory chip suppliers of using public shortage forecasts as a covert pricing signal, and he named a specific date when the whole story falls apart.
One pillar of the semiconductor rally is coming under scrutiny
Michael Burry has expanded his short positions in Micron Technology Inc (NASDAQ:MU), Palantir Technologies Inc (NYSE:PLTR), Nebius Group (NASDAQ: NBIS) and the iShares Semiconductor ETF (SOXX), deepening his bearish bets against parts of the artificial intelligence (AI) and semiconductor...
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