Trade Whisperer(@TradexWhisperer):The bear take: Samsung gains HBM share, $MU $SKHY lose. Reaility: Samsung moves wafers to HBM while HBM bit demand grows 65%+ into 2027. This is substantially less wafers available for conventional $DRAM. DRAM is THJE money maker right now, not HBM.

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

2026.09.26 04:25

The bear take: Samsung gains HBM share, $MU $SKHY lose. Reaility: Samsung moves wafers to HBM while HBM bit demand grows 65%+ into 2027. This is substantially less wafers available for conventional $DRAM. DRAM is THJE money maker right now, not HBM.