@aleabitoreddit · Long MU

Sure... Random train of thoughts on markets now, optics like $LITE / memory + $IREN / Anthropic. On Memory: - Demand visibility on $MU / Samsung / SK Hynix extend into 2030-2031. Samsung has LTAs covering 70% of their capacity into 2031 (likely with SK Hynix type price

Wolfex@Wolfex_Yeat

Serenity please give us some cope we are panicking out here with photonic stocks and memory 😭

Read asLong MU+8 more

Since the call—

unrankedThe analyst's rank today

Medium · 0.84Confidence

Mon, Oct 12Tweeted

Tue, Oct 13 closeCounted from

27% of the basket · day 7fades out by Nov 23

Rank per close

—

Oct 13

—

Oct 14

—

Oct 15

—

Oct 18

—

Oct 19