Trade Whisperer
@TradexWhisperer
Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214.
Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois
Joined February 2012
145 Following 141.7K Followers
$MU $SKHY $SNDK $DRAM
CPU TAM by 2030: $200 Billion. That's cute.
Memory TAM by 2030? ~$1 - $2 Trillions projected by financial banks and private research firms.
And no, it's not cycle, it's a structural shift.
That's a 5-10x gap + paradigm shift, the market is not pricing in.
Show more
