Trade Whisperer(@TradexWhisperer):$MU $SKHY $DRAM 20 HBM Cubes. 1 compute die. Find the Waldo. OpenAI ASIC patent tells you exactly where memory demand is headed. "Non Adjacent Connection of High Bandwidth Memory Chiplets, I/O Chiplets, and Compute Chiplets Through Embedded Logic Bridges."

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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Trade Whisperer@TradexWhisperer

2026.08.25 17:24

$MU $SKHY $DRAM 20 HBM Cubes. 1 compute die. Find the Waldo. OpenAI ASIC patent tells you exactly where memory demand is headed. "Non Adjacent Connection of High Bandwidth Memory Chiplets, I/O Chiplets, and Compute Chiplets Through Embedded Logic Bridges."