@TradexWhisperer I think Elon saying how quickly China can expand production shook the market a bit, maybe thatโs why Apple caught a bid ๐คฆโโ๏ธ
@Deenobrown123@TradexWhisperer If you look at AMDโs chart and revenue performance and line that up with microns, then tell me that one is cyclical but the other is not. Like where do you want to draw the line sir? I know one has a lot more visibility and locked in customers compared to the other
@TradexWhisperer With buybacks being unlocked December 9th, and micron chasing approval for more beforehand. Does the market have a clear idea of how much capital they will use for buybacks at this point? Is it already priced in? Love to hear your thoughts
@TradexWhisperer More bullish than ever, I was looking at sandisks balance sheet on meet Kevin and how HBM is 100x faster for training inference and LLMโs than what sandisk is trying to push
$MU $SKHY $DRAM $SNDK Crazy
"Demand has gone up since we posted earnings ... Supply will be tighter in 2027 than 2026"
-Sumit Sadana, Chief Business Officer, Micron Technology, Inc. (MU) at KeyBanc Capital Markets Technology Leadership Forum live