Apr. 25 at 10:32 PM
$MU — feels like the market is behind the curve 👀
Everyone talks AI chips…
but forgets what actually powers them: memory + storage
$MU sits right in the middle:
👉 DRAM + HBM (AI demand surge)
👉 NAND + SSD (data explosion)
Here’s the disconnect👇
Pricing is already moving up…
but estimates still look conservative.
If pricing holds:
→ earnings revisions go higher
→ multiples don’t need to expand much
That’s where upside comes from.
We’ve seen this before:
$HOOD at cash levels
$RKLB at ~5x sales
Market misprices cycles before it reprices them fast
My approach:
• Hold core while memory cycle turns up
• Add on pullbacks, not spikes
• Watch pricing trends > headlines
This isn’t about “cheap”…
it’s about early in the cycle 👉If this is helpful to you, tap @LiveCommander
