BREAKING: HBM prices set for sharp 2027 rise as three major memory makers target higher HBM4 contract pricing — TrendForce
TrendForce says conventional DRAM prices have already surged on tight supply, while HBM contract prices have lagged because they are negotiated annually.
With 2027 HBM4 talks expected in 2Q26, the next leg of the memory rally may come from HBM pricing catching up to DRAM tightness.
#HBM #HBM4 #DRAM #MemoryChips #AIChips #Samsung #SamsungElectronics #SKHynix #Micron #NVIDIA #TSMC #KoreaSemis #Semiconductors #Kospi #Kosdaq $KORU $DRAM $EWY
I don't take analysts too seriously, but FWIW, GS on $MU:
"The market will start to put a more "normal" multiplle on the stock, and MU will continue to re-rate hgher."
Upped EPS estimates to peak @ $167 in FY'28, but nobody really knows...
99% of people on twitter have ever seen what’s coming.
Burn your books.
If you look at shorts you fail.
RSI, VIX, overbought. Oversold up too much. Are meaningless.
Do you comprehend what’s about to happen.
2 months ago I told you a insane life changing opportunity was coming. What a 8 week 10m run.
100s and 100s of non stop success message. Just wow. Lives changed
So many greatful people. They fly in every week just to say thanks.
Stunning.
We are aware of multiple foreign influencer campaigns and are actively tracking both the intermediary companies receiving these funds as pass-throughs and the influencers who are failing to disclose their compensation.
We need far stricter disclosure laws for foreign influencer marketing ops.
so lets see .@HalftimeReport
you say dont buy mu at 400 500 600 700 800 900 you are wrong every month fro 9 month
every fund thing your dumb as shit
pretty sure throwing a dart better thne you..
wtf is wrong with you
then they com eon and say ive been wrong fro 9 mths
facinating to me that cnbc owners dont step in
non stop stupid shouldnt be allowed
really
implies the producers are all wacking off in the restroom adn not even listening
NO ONE i nean NO one would all the level of this nonsense
meta up 30 pts since everyone on .@HalftimeReport said dont buy
but they told you to by zs.... wtf cant make this shit up
need to send em all to jurassic park to shovel shit
UBS is modeling Google’s TPU shipments to be 4.13 million units this year, before more than doubling to 9.87 million units by 2027.
$GOOG $AVGO $NVDA $AMD
MU 900 tst comes if close ay 906 + 972 happend
tomorrow @HalftimeReport they will discuss how they missed it again becasue they scared as fuck..
kind of like in the replacement..
what you scared of... "spyders"