PTOL
06-19

$Micron Technology(MU)$ $NVIDIA Corp(NVDA)$ MU is going to earn 1 dollar per share at best and next year also 1 dollar only. It is Hynix that supply HBM most to Nvida. And Samsung produces 3 times as many as last year of DDR5 since its HBM has not passed the verification of Nvidia. MU's market share is only 17%. Why not buy Samsung which has not risen this year while Hynix rises 46 % this year. DDR5 is oversupplied in the market.

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