Jun. 22 at 10:20 PM
In 2 years, MU squeezed from 1430% from
$85 to
$1220.
It will 3x-5x after its earnings on June 24.
These 12 companies have parternships with MU :
9.
$AVGO – Custom AI chips depend on MU's HBM allocation
10.
$AMD – Competes with Nvidia for same constrained HBM supply
11.
$DELL /
$HPE – Server margins squeezed when MU raises memory pricing
12.
$AAPL – Higher memory prices raise Apple's device costs headwind, not tailwind
