The Analysts

Call · @tradexwhisperer · #234 on the leaderboard

@tradexwhisperer

@tradexwhisperer · Sat, Aug 29

Trade Whisperer@TradexWhisperer
$MU $SKHY $DRAM Trendforce: HBM prices are set to climb further as Vera Rubin ramps, with Vera Rubin ASP running roughly 2x GB300 (Blackwell Ultra) $NVDA NVL72 rack output value (GB300 + VR200 + VR300) projected to top $710 billion in 2027, up 214% YoY. Combined NVL72 shipments
6d agoview on X ↗

tweeted Sat, Aug 29 · counted from Mon, Aug 31 close

Read as

Long MU, Long SKHY · Medium confidence

Confidence

Medium0.86

Counted from

Mon, Aug 31 · market close

Rank since this call

#119 → #234 · 4 scored days

#119

Aug 31

#157

Sep 1

#205

Sep 2

#234

Sep 3

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