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
가입 February 2012
153 팔로잉 중 144.1K 팬
Silicon Wafer Price Hikes
2027 LTA hikes (Commercial Times):
-Polished wafers (memory): +40%+
-Epi wafers (logic chips): +15 to 25%
Inference literally runs on silicon. That's why.
$MU $SKHY $NVDA $TSM
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