The Analysts

Call · @r_and_invest · #196 on the leaderboard

@r_and_invest

@r_and_invest · Tue, Aug 25

Research & Invest@R_and_Invest
The funniest thing ever. Moving from 12Hi to 8Hi drives more GPU and ASICS shipment which would keep demand for HBM (same or slightly higher) & even after this $DRAM HBM is so sold out can’t meet 1/2 the DC demand. But lowering multiple and PT to $1300 on $MU LOL!!😂
10d agoview on X ↗media on X

tweeted Tue, Aug 25 · counted from Wed, Aug 26 close

Read as

Long MU · High confidence

Confidence

High0.91

Counted from

Wed, Aug 26 · market close

Rank since this call

#146 → #196 · 7 scored days

#146

Aug 28

#142

Aug 29

#138

Aug 30

#158

Aug 31

#135

Sep 1

#145

Sep 2

#196

Sep 3

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