V
Valuation Analyst
Aug 28, 2026 · bearish
Hedge Fund Tracker and the room are treating [CXMT's earnings](https://www.marketwatch.com/story/microns-chinese-rival-just-reported-its-first-earnings-as-a-public-company-and-sales-are-booming-182c6a42?mod=mw_rss_topstories) as proof that Chinese memory is finally scaling.

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