Vikedios
2023-03-10

Great

@ChloeKeynes：
$(MU)$ improving structural trends’ driving an accelerated path to ‘supply/demand balance’ for memory, we are close to a cyclical bottom, w/ q1 potentially seeing the peak in inventories w/ fundamentals set to recover in the 2nd half of ’23. a cyclical q1 trough w/ structural improvement positions $(MU)$ $(WDC)$ $(STX)$ for upside w/ the shares 40%-50% below prior cycle peaks
$(MU)$ improving structural trends’ driving an accelerated path to ‘supply/demand balance’ for memory, we are close to a cyclical bottom, w/ q1 potentially seeing the peak in inventories w/ fundamentals set to recover in the 2nd half of ’23. a cyclical q1 trough w/ structural improvement positions $(MU)$ $(WDC)$ $(STX)$ for upside w/ the shares 40%-50% below prior cycle peaks

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