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“i believe that memory pooling solutions will be a coming meta. $ALAB, $CRDO, $MRVL, $PENG are some of the names associated with the theme.”
@degentradingLSD
Memory pooling is the next semi rotation trade; MRVL leads with CXL acquisitions already in production
MRVLLONG@ $285.17
$185.42-34.98%
since call Jun 25
in postLONG
“The compute shortage is real, the sovereign build out thesis is real.”
@degentradingLSD
NBIS is the strongest neo-cloud name as sovereign AI buildout drives relentless GPU demand
NBISLONG@ $259.45
$188.65-27.29%
since call Jun 25
in postLONG
“For $MU's bull case, we can expect to see ~200 in annual EPS sometime for FY2028, on a range between 5-10x PE. This leads us into a 1000-2000 range for $MU.”
@degentradingLSD
MU FY2028 bull case of $200 EPS at 5-10x PE implies a $1000-2000 price target on blowout earnings momentum
MULONG@ $1,226.52
$815.61-33.50%
since call Jun 25
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