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 $DRAM Holy Shit.
According to Daishin Securities, some customers are asking for 10-year LTAs to Samsung.
Also, Samsung's LTAs terms are extended by another year, every year so it always has 5 years of demand on the books.
This is Huge!
Source: Chosun (Major Outlet)
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