$MUONLong
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.
Called @ $1,063.72+3.3% since call
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