The Analysts

Call · @heidingout · unranked

@heidingout

@heidingout · Wed, Aug 26

HeidingOut@HeidingOut
This part should also grab your attention. As I know that memory has been a great concern for many of investors where imo we are prob just scratching the surface of their growth story. A $GOOG TPU needs HBM. OpenAI Jalapeno uses HBM4. $AMD needs HBM. $NVDA needs HBM. Do you
10d agoview on X ↗

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

Read as

Long MU, Long SKHY · Medium confidence

Confidence

Medium0.80

Counted from

Thu, Aug 27 · market close

Rank since this call

#182

Aug 28

#192

Aug 29

#198

Aug 30

#190

Aug 31

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

Active call · day 8 · counts fully until Sep 9 · fades out by Oct 7