← @beth_kindig

$MU

BULLISH2026-05-21
Price around the call
2026-05-21
By horizonMaturing · ~8 trading days to go
1d
+18.6%
5d
+36.2%
21d
Original post
Beth Kindig · 2026-05-21

Citi on DRAM: "While we believe DRAM bit supply growth is now tracking 30% exiting 2026 given equipment makers like AMAT’s recent +30% silicon system sales outlook, additional new wafer capacity is needed to meet 2027 AI demand." $MU $NVDA $AMD

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