The Analysts

Call · @mf_camillus · #167 on the leaderboard

@mf_camillus

@mf_camillus · Mon, Aug 10

LBM_LXXVIII@MF_Camillus
UBS: "Due to the decision to de spec, we are seeing evidence of more VR300 units in the supply chain such that overall HBM consumption for C2027 is actually increasing from 58.7B Gb to 61.5B Gb. We are also getting confirmation that memory suppliers are re-widening the HBM/DDR
25d agoview on X ↗media on X

tweeted Mon, Aug 10 · counted from Tue, Aug 11 close

Read as

Long MU, Long SKHY, Long SNDK · High confidence

Confidence

High0.95

Counted from

Tue, Aug 11 · market close

Rank since this call

#137 → #167 · 7 scored days

#137

Aug 28

#137

Aug 29

#132

Aug 30

#109

Aug 31

#144

Sep 1

#131

Sep 2

#167

Sep 3

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