WOLF(@WOLF_Financial):MEMORY COULD STOP BEING A CYCLICAL STOCK -$MU still trades like a cyclical at a 6-10 PE, but he thinks it can rerate to a structural multiple of 15-20x -@MichaelSikand analogy: oil for lamps vs oil for automobiles. Same product, completely different setup -Says the run was healthy, not stretched, if you actually understand the memory trade

WOLF

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WOLF@WOLF_Financial

2026.07.29 23:44

MEMORY COULD STOP BEING A CYCLICAL STOCK -$MU still trades like a cyclical at a 6-10 PE, but he thinks it can rerate to a structural multiple of 15-20x -@MichaelSikand analogy: oil for lamps vs oil for automobiles. Same product, completely different setup -Says the run was healthy, not stretched, if you actually understand the memory trade