@aleabitoreddit · Long MU

Sure... Random train of thoughts on markets now, optics like $LITE / memory + $IREN / Anthropic. On Memory: - Demand visibility on $MU / Samsung / SK Hynix extend into 2030-2031. Samsung has LTAs covering 70% of their capacity into 2031 (likely with SK Hynix type price

Wolfex@Wolfex_Yeat

Serenity please give us some cope we are panicking out here with photonic stocks and memory 😭

Read asLong MU+8 more

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