### Comment:
And the major purchasers of server dram (Microsoft, Google, Amazon, Dropbox, Adobe, etc) all say they are planning to continue pursuing aggressive spend in the area.

### REPLY:
I have never felt so right (as far as at least trend) and yet so many people are shouting I am wrong and pushing my poor portfolios shit in. I am just shares + jan 19 60c's (which at one point felt like a reasonably safe play..) yet I am a bit panicked now..

### END.