<transcript><audio_48> HBM이 수요가 많다는 것은 과전했다고 분명히 얘기했어요. 그리고 이틀 있다가 노모라 증권에서 역시 HBM의 보고서를 반박을 했어요.</transcript><transcript><audio_49> 마찬가지고 이런 것이 또 흘러갈 거고 이것이 마이크로런 어제 실적으로 분명히 확정이 된 것입니다. 그러니까 모건스턴의 이런 입장은 왜 그런지 의도와 무엇인지 잘 모르겠어요. 그런데 한 가지 중요하게 재미를</transcript> discussed the figures presented by Morgan Stanley and clearly stated that this figure was overstated and that there was a lot of demand for it. Two days later, Nomura Securities also refuted Noh Morgan Stan's report. The same goes for Korea's Samsung Securities, and this has now been clearly confirmed by Micro's performance yesterday. So, why is Mogo's stance like that?  I don't know what it is, but one important thing I mentioned for fun is
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