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sonaali
Good morning! đ $MU earnings are tomorrow, and HBM is the key thing Iâm watching.
AI demand isnât just about GPUsâHBM, DRAM and SSDs are all benefiting. If Micron raises its outlook, $SKHYNIX and $SNDK could also get a boost.
AI needs compute, but compute needs memory. Thatâs the storage thesis. đ#PCEAndPayrollsWeek #USTreasuryYieldHigh #ChainlinkCCIP2Launch
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