Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214.
Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois
$MU $SKHY $DRAM Just Remember
HBM pricing is expected to nearly TRIPLE by Q4 2027. Not stabilize. Not hold. Triple.
Volatility is driven by fear. The thesis is driven by data.