Call · @burak_finance · #225 on the leaderboard
@burak_finance
@burak_finance · Fri, Aug 14
Burak Finance@burak_financeAI Needs More Memory $MU HBM sold out through 2026. $41B quarter. $SKHY still leads HBM at ~58%. Kioxia + $SNDK own the NAND side, just locked multi-year deals. I laid out why the $MU trade is far from over: https://t.co/mLdJs8LNR021d agoview on X ↗
AI Needs More Memory $MU HBM sold out through 2026. $41B quarter. $SKHY still leads HBM at ~58%. Kioxia + $SNDK own the NAND side, just locked multi-year deals. I laid out why the $MU trade is far from over: https://t.co/mLdJs8LNR0
tweeted Fri, Aug 14 · counted from Mon, Aug 17 close
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Long MU · High confidence
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