← JukanTrade on Hyperliquid →
in postLONG
“I think Samsung and SK hynix will also try to build this kind of relationship with Anthropic.”
@jukan05
Samsung and SK Hynix are already Anthropic Series H investors, positioning them to win the same supply relationship Micron just secured.
SKHXLONGIDEA · NOT YET PRICED
in postLONG
“Micron is trying to build a strong relationship with Anthropic early on and make Anthropic more dependent on Micron.”
@jukan05
Micron's Anthropic deal locks in a compounding memory customer ahead of competitors, with HBM fully contracted and earnings imminent.
MULONG@ $1,192.21
$814.50-31.68%
since call Jun 23
TIMESTAMPS
in post
in post