Trade Whisperer
@TradexWhisperer
Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214.
Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois
加入 February 2012
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$MU $SKHY
Turns out 8hi HBM4 costs up to 20% MORE per Gb than 12hi, per private research reports. It's the likely spec for Rubin Ultra.
12hi is basically a bundle deal: buy 8, get 4 up to 50% off.
But 8hi yields far better. Potentially sweeter margins for memory makers.
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