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实际上Mega 7 have NOT pulled back on Capex

bogbog 2026-02-05 14:21:57 ( reads)

Despite a hit to margins. This is exactly what we want to see.  They don’t care if the share price temporarily pulls back, they know it's part of the cycle.

跟帖(2)

ihavingfun

2026-02-05 14:32:18

你说的这个make sense,他们肯定比大多数人聪明,市场这么反应还加倍的投,肯定有原因

dancingpig

2026-02-05 14:41:47

很有道理