Nicholas Mugalli
@RealNickMugalli · 13 окт. 2026 г.
JP Morgan just put out a new note that’s super bullish on memory and storage!!!
$MU now has 26 long term deals covering 35%+ of revenue through 2030. $150B in contracted backlog. $32B in customer cash already committed. Over 75% of next year's output already sold. $SKHY $SNDK
Nicholas Mugalli@RealNickMugalli· 13 окт. 2026 г.Today’s selloff just makes the worries look overdone in the semi/AI space. The market is nervous about three things right now and I don't think any of them hold up in the next couple of weeks;
1) CXMT. China's memory champion is the fear of the week. But its push into the next
Elon Musk
@elonmusk
Micron has been reasonable regarding future memory prices, while others have been extortionate, which is something today’s customers won’t forget …
Micron is making is the smart move for long-term customer loyalty.
21:52 · 13 октября 2026 г. · 31,9 тыс. просмотров
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