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
155 팔로잉 중 145.1K 팬
$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
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