$Micron Technology(MU)$
LOOK AT WHAT $MU MICRON JUST SAID ON EARNINGS:
"Our HBM (High-bandwidth memory product) is sold out for 2025, with pricing already contracted for the overwhelming majority of our 2025 supply."
Stock recovering a little but this feels like a dip that may end up getting bought...one of the fears about $MU is that memory storage has been commoditized, but they just said they sold out supply for the next year and contracted out pricing, meaning vendors ended up going with Micron over the competition...
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