Trade Whisperer(@TradexWhisperer):$MU at 6.7x Is the market really pricing in all of this? -5 year long term agreements -A worse DRAM shortage in 2027 -HBM4E eating 4x the wafers -Hyperscaler capex still rising into 2027 and 2028 -100% of excess cash to buybacks after Dec 9th

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

2026.09.30 05:59

$MU at 6.7x Is the market really pricing in all of this? -5 year long term agreements -A worse DRAM shortage in 2027 -HBM4E eating 4x the wafers -Hyperscaler capex still rising into 2027 and 2028 -100% of excess cash to buybacks after Dec 9th