@danielnewmanuv · Long MU

$MU 100% 🎯

UBS says the 19% selloff in memory stocks is an opportunity, not a sign the cycle is breaking. AI agents are driving stronger server DDR5 orders into 2027. UBS expects HBM4 to grow from 17% of HBM demand in 2026 to 39% in 2027. It also expects Samsung to add 120,000 wafers a

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Since the call—

unrankedThe analyst's rank today

High · 0.94Confidence

Sat, Oct 17Tweeted

Mon, Oct 19 closeCounted from

8% of the basket · day 2fades out by Nov 28

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Oct 19