@1991wolfpack · Long MU

Jeff Wright@1991Wolfpack

UBS predicting demand for memory accelerating to record level next year. Sticking with $MU, $SNDK & $SKHY

UBS: We now forecast an acceleration of memory demand growth into 2027 with DRAM bit end consumption growing 40% YoY vs 21% in 2026E, and NAND flash 24%. $SKHY $SNDK $MU $DRAM $DDISK $EWY

Read asLong MU+2 more

Since the call—

unrankedThe analyst's rank today

High · 0.99Confidence

Sat, Sep 5Tweeted

Tue, Sep 8 closeCounted from

not in the basket todayBasket

Rank per close

—

Sep 27

—

Sep 28

—

Sep 29

—

Sep 30

—

Oct 1

#205

Oct 4

#273

Oct 5

#533

Oct 6

#458

Oct 7

—

Oct 8

—

Oct 11

—

Oct 12

—

Oct 13

—

Oct 14

—

Oct 15

—

Oct 18

—

Oct 19