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
153 Following 144.1K Followers
The bear take: Samsung gains HBM share, $MU $SKHY lose.
Reaility: Samsung moves wafers to HBM while HBM bit demand grows 65%+ into 2027. This is substantially less wafers available for conventional $DRAM.
DRAM is THJE money maker right now, not HBM.
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