The Analysts

Call · @markosaaig · #43 on the leaderboard

@markosaaig

@markosaaig · Tue, Aug 11

Markos@MarkosAAIG
Somebody this week said you should stop on memory. Sell side knows much better. Well guess only UBS sees the same. And took them full FMS and Micron event today. From my HBM research: “Margins held 75/77/77 — the BASE through 2028 (pre-sold book: take-or-pay LTAs, prepayments;
25d agoview on X ↗

tweeted Tue, Aug 11 · counted from Wed, Aug 12 close

Read as

Long MU, Long SKHY · Medium confidence

Confidence

Medium0.84

Counted from

Wed, Aug 12 · market close

Rank since this call

#35 → #43 · 7 scored days

#35

Aug 28

#38

Aug 29

#38

Aug 30

#31

Aug 31

#36

Sep 1

#21

Sep 2

#43

Sep 3

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