EWIk
@erikdahlsten·
$MUONLong
Entry
$1,063.72
Now
$1,098.72
+3.3%
since call · price 1h old
Micron
HBM3E sold out through CY26; pricing power is real and the memory cycle just turned Only US-listed pure-play on the AI memory bottleneck (SK Hynix + Samsung are foreign) Leading the semis tape right now - not a laggard catch-up trade Not financial advice. Obviously.