Trade Whisperer(@TradexWhisperer):$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.

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

2026.07.12 16:41

$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.

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