@pearsonpc · Long MU · The Analysts

Hold tight. The AI-Memory-Power trade is back on (and never left). $MU, $SKHY, $SNDK, $IREN, $NBIS, $CRWV, $VST, $CEG, $TLN, $NRG to name a few.

Ehrmantraut Capital@EhrmantrautCap_

Memory stocks $MU $SNDK $SKHY had a fantastic Friday to close the week. Whoever thought the "memory trade" was over, obviously never looked into the numbers and just followed sentiment. The shortage in 2026 is already really dire. But 2027 is going to be even worse. Did people

Read asLong MU+9 more

Since the call—

unrankedThe analyst's rank today

High · 0.98Confidence

Sat, Sep 5Tweeted

Tue, Sep 8 closeCounted from

6% of the basket · day 40fades out by Oct 17

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#403

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#479

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#461

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#402

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