P Equity Research 📰(@pequityresearch):After holding a conference with major memory makers, BofA remains confident in the memory super-cycle continuing through 2028-2030 with no downturn, as high ASPs, strong demand, and supply tightness continue. $MU $DRAM $EWY $DISK $SKHY $SNDK

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P Equity Research 📰@pequityresearch

2026.09.24 22:27

After holding a conference with major memory makers, BofA remains confident in the memory super-cycle continuing through 2028-2030 with no downturn, as high ASPs, strong demand, and supply tightness continue. $MU $DRAM $EWY $DISK $SKHY $SNDK