The Analysts

Call · @ehrmantrautcap_ · #181 on the leaderboard

@ehrmantrautcap_

@ehrmantrautcap_ · Tue, Aug 18

Ehrmantraut Capital@EhrmantrautCap_
HBM the most cyclical and commoditized part of the semiconductor stack? Cathie Wood, please… Commoditized in what way? There are only 3 producers from HBM4 globally, and barriers of entry are extremely high. And HBM is the least cyclical part of memory, while memory as a whole
17d agoview on X ↗media on X

tweeted Tue, Aug 18 · counted from Wed, Aug 19 close

Read as

Long SKHY, Long MU · High confidence

Confidence

High0.99

Counted from

Wed, Aug 19 · market close

Rank since this call

#181 → #181 · 7 scored days

#181

Aug 28

#190

Aug 29

#193

Aug 30

#123

Aug 31

#158

Sep 1

#88

Sep 2

#181

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.