Trade Whisperer(@TradexWhisperer):$MU $SKHY $DRAM Remember when SemiAnalysis zeroed out Micron's HBM4 share for NVIDIA, modeling SK Hynix ~70% / Samsung ~30%. Well. In the end, Micron's HBM4 is ramping 2x faster than HBM3E, and the 2027 ASIC wave hasn't even hit.

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

2026.09.11 23:44

$MU $SKHY $DRAM Remember when SemiAnalysis zeroed out Micron's HBM4 share for NVIDIA, modeling SK Hynix ~70% / Samsung ~30%. Well. In the end, Micron's HBM4 is ramping 2x faster than HBM3E, and the 2027 ASIC wave hasn't even hit.