The Analysts

@unclestocknotes

@unclestocknotes · Mon, Aug 31

Unclestocknotes@Unclestocknotes
Based on analyst Ming-Chi Kuo’s latest comments, I believe the key takeaway is that several parts of the AI hardware supply chain could benefit. 1. HBM4 suppliers CPX is reportedly shifting from GDDR7 entirely to HBM4, which would directly increase total HBM4 content, even if
4d agoview on X ↗

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

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Long ASX, Long AMKR, Long LITE, Long COHR · High confidence

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High0.92

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Active call · day 3 · counts fully until Sep 14 · fades out by Oct 12