ShadowBanningIsBad
Sep 22, 10:18 PM
$MU the person with the 25.65 EPS for 1Q27 revised their estimate. Now the lowest Estimate is 29.51 which is a 27% increase in 6 months.
HBM4 makes 80% more per wafer start than HBM3E. VA is adding 8% to wafer starts to make DDR4 Freeing up more DUV for
$HBM and RDIMM memory.
RDIMM alone has going up 80% in 3 months. Cost have not increased that much. The labor issues will be settled for about 5% of operating income. The Next 3 months we will see MASSIVE price increases in memory because shortages will be real.
In the 6 months its reasonable to think
$MU Top line will 2x
27% is better than 2% but come on.
$MU will have a higher market cap than
$NVDA in 3 years. So many analyst haven't updated their numbers.
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