Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214.
Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois
$SKHY $MU SK Hynix just committed ₩100T (~$75B) to shareholders. One of the largest returns on the planet.
HUGE conviction. So what do they know that you don’t?
Five year LTAs lock in spec and volume. Visibility memory has never had.
They know something. Follow the cash.