Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214.
Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois
HBM was built for Artificial Intelligence.
It's not where data sits. It's where AI thinks.
Stupid analysts keep pricing it like a storage commodity cycle. You and I are the contrarians on the other side of that trade.
Stay early. Stay right.
$MU $SKHY $SNDK