Trade Whisperer(@TradexWhisperer):$MU $SKHY I genuinely feel bad for the buyers who turned down LTAs. The shortage will get WORSE in 2027. $DRAM + HBM gap grows from roughly 85bn Gb in 2026 to roughly 100bn Gb in 2027. Anyone who skipped LTAs will likely be buying left overs at a premium next year.

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

152 正在關注 144K 粉絲

Trade Whisperer@TradexWhisperer

2026.09.25 18:35

$MU $SKHY I genuinely feel bad for the buyers who turned down LTAs. The shortage will get WORSE in 2027. $DRAM + HBM gap grows from roughly 85bn Gb in 2026 to roughly 100bn Gb in 2027. Anyone who skipped LTAs will likely be buying left overs at a premium next year.