← ZephyrTrade on Hyperliquid →
in postLONG
“DRAM pricing remains on track to double again this year driven by sustained supply-demand imbalance across these product categories”
@zephyr_z9
DRAM ASP supercycle is doubling prices industry-wide, driving explosive revenue and margin expansion at Micron
MULONG@ $1,090.50
$814.11-25.35%
since call Jun 23
in postLONG
“DRAM pricing remains on track to double again this year driven by sustained supply-demand imbalance across these product categories”
@zephyr_z9
DRAM ASP supercycle lifts SK Hynix revenue toward ~$56B quarterly by 4Q26E as industry-wide pricing doubles
SKHXLONGIDEA · NOT YET PRICED
TIMESTAMPS
in post
in post