In today’s briefing:
- Micron Analysis, Industry Takeaways: Memory Market TAM New Highs into 2025; SK Hynix Trade
- Michael Lee – In Focus: The Market for Rare Photos – [Making Markets, EP.9]
Micron Analysis, Industry Takeaways: Memory Market TAM New Highs into 2025; SK Hynix Trade
- Relative Value Trade in Micron Has Worked Since Our Last Piece; Results Blow Away Expectations
- Memory Pricing Improvement Continues, Management Expects Pricing Increases Through Calendar Year 2024 and 2025
- We Remain Structurally Long Memory; Now See Relative Value in SK Hynix
Michael Lee – In Focus: The Market for Rare Photos – [Making Markets, EP.9]
- The guest on the show is Michael Lee, a dealer in rare photographs and the director of the Lee Gallery.
- The discussion explores the differences between the primary and secondary markets in art, as well as the challenges of finding liquidity and pricing inventory.
- Michael shares his views on NFTs and explains the capital-intensive nature of being a secondary market dealer in the art industry.
This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.
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