Trade Whisperer(@TradexWhisperer):$MU Mobile $DRAM contract prices are surging. Again. LPDDR4X: +70-75% QoQ LPDDR5X: +78-83% QoQ HBM is eating Server DRAM wafers. SOCAMM is eating Mobile DRAM wafers.

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

参加 February 2012

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Trade Whisperer@TradexWhisperer

2026.05.16 19:06

$MU Mobile $DRAM contract prices are surging. Again. LPDDR4X: +70-75% QoQ LPDDR5X: +78-83% QoQ HBM is eating Server DRAM wafers. SOCAMM is eating Mobile DRAM wafers.