Jul. 14 at 6:37 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:
Memory - the core of the trade
$MU -(DRAM + NAND)
$SNDK -(NAND)
$SKHY - DRAM/HBM leader) Storage - HDD, SSD & systems
$STX -(HDD, tight supply)
Next alert is coming soon.
If you’re not following with notifications on, you’re likely seeing the move after it already happened.
