Mar. 17 at 5:42 PM
$AMAT easy buy here. MU earnings tomorrow will show just how much demand there is for HBM, NAND, and DRAM. Guess who is main supplier for HBM? AMAT. Biggest customers include TSM, SK Hynix, Micron, Samsung. This is a no brainer buy. They will have pricing power coming soon as well.