@yianisz · Long MU · The Analysts

Call · @yianisz · #220 on the leaderboard

@yianisz

@yianisz · Sat, Sep 12

Everyone suddenly thinks the AI memory story is over because of Samsung capex headlines. HBM capacity isn't built with press releases. It takes years to qualify and ramp. Meanwhile, $MU is already 20% off its highs while AI demand and multi-year capacity reservations remain

75d agoview on X ↗media on X

tweeted Sat, Sep 12 · counted from Mon, Sep 14 close

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Long MU · Medium confidence

Confidence

Medium0.84

Counted from

Mon, Sep 14 · market close

Rank since this call

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Sep 14

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Sep 16

#220

Sep 17

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