@1991wolfpack · Long MU

Jeff Wright@1991Wolfpack

Memory profits into the Trillions, not Billions and for next couple of years. Sticking with $MU, $SNDK, $SKHY.

Bernstein: memory suppliers consensus operating profit expected to reach $1.3 trillion in CY28, up from $800 billion in CY26. That is a lot of profit 💰 $MU $DRAM $DISK $EWY

Read asLong MU+2 more

Since the call—

unrankedThe analyst's rank today

High · 0.99Confidence

Sun, Oct 4Tweeted

Mon, Oct 5 closeCounted from

39% of the basket · day 15fades out by Nov 15

Rank per close

#273

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#533

Oct 6

#458

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