Trade Whisperer(@TradexWhisperer):$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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Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214. Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois

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Trade Whisperer@TradexWhisperer

2026.09.24 19:19

$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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