@yianisz · Long MU · The Analysts

Call · @yianisz · #220 on the leaderboard

@yianisz

@yianisz · Sun, Jul 26

$AMD raised its AI accelerator TAM to $1.4T by 2030 and made it clear MI500 will continue scaling HBM bandwidth. Management even said memory is now "such a large piece of the TCO." HBM demand isn't peaking => it's becoming the bottleneck. That's bullish for $MU $SNDK and

54d agoview on X ↗media on X

tweeted Sun, Jul 26 · counted from Mon, Jul 27 close

Read as

Long MU, Long SNDK, Long SKHYV · High confidence

Confidence

High0.96

Counted from

Mon, Jul 27 · market close

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#220

Sep 17

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