@theraymyers · Long MU · The Analysts

Call · @theraymyers · #473 on the leaderboard

@theraymyers

@theraymyers · Tue, Sep 15

Let's look at the memory situation objectively. $AAPL just accepted a 30-40% price hike for memory from CURRENT Levels. Would Apple be doing this if they were expecting memory prices to ease anytime soon? - $MU trades for 6x 2027 EPS. - $SKHY trades for 3.5x 2027 EPS. And

3d agoview on X ↗

tweeted Tue, Sep 15 · counted from Wed, Sep 16 close

Read as

Long MU, Long SKHY · Medium confidence

Confidence

Medium0.87

Counted from

Wed, Sep 16 · market close

Rank since this call

—

Sep 16

#473

Sep 17

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