Every Zipp story tagged $MU, newest first.
Bank of America's buy list add lands alongside a memory upcycle narrative, with Wall Street increasingly viewing DRAM supply as constrained through 2025.
A fresh wallet quietly seeded with $14.6M USDC and immediately levered up on MU stock perps, the kind of sized, one-shot entry that often fronts a larger thesis.
The Hiroshima-area build is the largest single foreign chip capex announcement in Japan this year and a direct bet that HBM demand outruns the current cycle into 2027.
The chipmaker joins a small group of corporates funding a federal program that seeds investment accounts for US children, a structure that pairs public policy with private capital and locks in early…
Q3 revenue of $41.5B beat estimates by $5.8B and Q4 guidance of ~$50B landed $6.8B above Street. The HBM shortage call from CEO Mehrotra extends past 2027.
The memory leader's revenue print underscores how AI infrastructure demand is pulling HBM and DRAM pricing into a different cycle than the rest of semis.
Chipmakers were the most crowded institutional long of Q1 — the rotation into AI infrastructure names is now broad enough that the trade looks structural, not thematic.
The 22,189 $MU long is already up ~35% on a position sized for a 260% move — take-profit levels at $2,800 and $2,9,00 imply the trader sees another ~$50M of upside from here.
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