Jonah Lupton(@JonahLupton):Currently on a group call with the Macquarie analyst that just initiated coverage on $CXMT I’ll post my notes in a little bit. Will say this… if you’re selling the big 3 memory companies because the financial media says $CXMT is a threat… then you’re just as dumb as the journalists spreading this FUD. $CXMT is not a threat to Micron, Samsung or SK Hynix and I’ll share why in my notes.

Jonah Lupton

@JonahLupton

CEO/CIO at @FirstWaveFund, long-biased hedge fund, looking for undervalued growth stocks w/ under-appreciated catalysts, need to see ~3x upside within 3-5 years

Joined April 2008

3K Following 554.7K Followers

Jonah Lupton@JonahLupton

2026.10.13 13:03

Currently on a group call with the Macquarie analyst that just initiated coverage on $CXMT I’ll post my notes in a little bit. Will say this… if you’re selling the big 3 memory companies because the financial media says $CXMT is a threat… then you’re just as dumb as the journalists spreading this FUD. $CXMT is not a threat to Micron, Samsung or SK Hynix and I’ll share why in my notes.

559

Forward to community

Most Popular Users