SKHYV

Calls · 30d

11

9 long · 2 exits

Calls per day · last 30 daysThis week +11

Latest call Jul 26 · @yianisz

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0no ranked backers

Long share

82%

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No analyst holds SKHYV through an active call right now.

Latest call on SKHYV

@yianisz

Read as: Long MU, Long SNDK, Long SKHYV · High confidence

Yiannis Zourmpanos@yianisz

$AMD raised its AI accelerator TAM to $1.4T by 2030 and made it clear MI500 will continue scaling HBM bandwidth. Management even said memory is now "such a large piece of the TCO." HBM demand isn't peaking => it's becoming the bottleneck. That's bullish for $MU $SNDK and

tweeted Sun, Jul 26 · counted from Mon, Jul 27 close