Jul. 14 at 7:04 PM
Based on IBM's outlook, MU could have a path toward the
$2,000+ level if the bullish thesis continues to play out.
These are IBM CEO exact words:
Late June revealed a major shift: companies increased spending on servers, storage, and memory as they rushed to secure supply ahead of expected cost increases.
Companies that'll benefit extremely:
Controllers & memory interface
$RMBS - (DDR5, more $ per memory module)
$SIMO - (NAND controllers)
$MRVL - (storage + custom silicon)
$ALAB - (CXL / memory expansion)
$SMCI - (AI servers)
Next alert is coming soon.
If you’re not following with notifications on, you’re likely seeing the move after it already happened.
