May. 6 at 7:58 PM
$MU So, in the last 2 days Ed Yardeni, Brad Gerstner and Tom Lee have ALL come out and essentially said that memory stocks go much higher from here and, effectively, that there's no end to demand in sight. Tom said there's at least a 24 month runway in front of us.
None of us should forget that, looking past the hyperscaler data center build out, as AI pushes to the edge, more and more memory will be required virtually everywhere. I don't believe the street has an inkling of the real TAM for us.
As crazy as it's gotten over the last month or so, I believe we go much higher. Any significant drawdowns would be LT buying opportunities, IMO. For those concerned about portfolio allocation, take out your cost basis and play with house money. GL bulls. Damn.
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$MULL
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