@sunxliao · Long MU · The Analysts

Call · @sunxliao · #136 on the leaderboard

@sunxliao

@sunxliao · Sat, Sep 12

$SKHY $SKHYV regarding the recent comments from Sk Hynix CEO... They currently expect the memory shortage to persist beyond 2030. Which aligns with my thoughts that the AI bull run isn't even close to being done. We got a couple more years IMO. $MU CEO said the same last

71d agoview on X ↗media on X

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

Read as

Long MU, Long SNDK, Long WYFI · High confidence

Confidence

High0.94

Counted from

Mon, Sep 14 · market close

Rank since this call

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Sep 14

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Sep 15

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Sep 16

#195

Sep 17

#136

Sep 20

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