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
152 팔로잉 중 144K 팬
$MU $SKHY I genuinely feel bad for the buyers who turned down LTAs.
The shortage will get WORSE in 2027. $DRAM + HBM gap grows from roughly 85bn Gb in 2026 to roughly 100bn Gb in 2027.
Anyone who skipped LTAs will likely be buying left overs at a premium next year.
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