Trade Whisperer(@TradexWhisperer):$MU $SKHY I genuinely feel bad for the buyers who turned down LTAs. The shortage will get WORSE in 2027. $DRAM + HBM gap grows from roughly 85bn Gb in 2026 to roughly 100bn Gb in 2027. Anyone who skipped LTAs will likely be buying left overs at a premium next year.

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

2026.09.25 18:35

$MU $SKHY I genuinely feel bad for the buyers who turned down LTAs. The shortage will get WORSE in 2027. $DRAM + HBM gap grows from roughly 85bn Gb in 2026 to roughly 100bn Gb in 2027. Anyone who skipped LTAs will likely be buying left overs at a premium next year.