Trade Whisperer

$MU Memory Made in America. The Only One.

$SKHY $SNDK $MU Question. Why does 'I'm not sure yet about bullish projections' get priced at 5-6x instead of 10x? 10x-12x still leaves room to debate and still be reasonable. Not asking for rational, just reasonable. 2027 memory profits: $730-930B. Shortage runs through 2028.

$MU $SKHY $DRAM $930,000,000,000 That's the combined 2027 operating income forecast for just three memory companies: Samsung, SK Hynix, Micron. It's the most aggressive (bullish) case. The bear case is still at $740,000,000,000 Unbelievable.

$MU $SKHY $DRAM This is the way. New fab cleanrooms won't be equipped unless there is demand from customers -Micron Chief Business Officer. "We build out all these clean rooms, but we are going to put equipment investments in them consistent with our view of medium-term demand