My thesis on $MU
AI is needed.
And for AI, memory is needed.
HBM is sold out; demand is enormous.
$5.2B in Q1
$13.8B in Q2
$28.2B in Q3
Next, I look at $50B in net profit.
That’s all my logic. 📈
AI is needed.
And for AI, memory is needed.
HBM is sold out; demand is enormous.
$5.2B in Q1
$13.8B in Q2
$28.2B in Q3
Next, I look at $50B in net profit.
That’s all my logic. 📈
