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re: If data storage is so hot (wdc, sndk, mu)
Posted on 5/6/26 at 9:17 am to Upperdecker
Posted on 5/6/26 at 9:17 am to Upperdecker
quote:
Gonna drop one super speculative memory ticker that I entered today around $19. MRAM.
Looks like they got a big govt contract? What are your thoughts on this one
1
Posted on 5/6/26 at 10:38 am to AmIDonut
quote:
Pure Storage gets their NAND and DRAM from Micron, Samsung, and Sk Hynix.
That’s all I need to know. I’ll pass on that one
Posted on 5/6/26 at 10:39 am to LChama
quote:
Looks like they got a big govt contract? What are your thoughts on this one
Similar to other memory in that memory as a whole is going to become differentiated and consistent rather than cyclical commodity. Contracts are proof
Posted on 5/6/26 at 10:57 am to Upperdecker
Bought some MRAM calls for december at the open
Posted on 5/8/26 at 9:46 am to LChama
Up $1825 on MRAM calls. Thanks for the tip!
This post was edited on 5/8/26 at 9:48 am
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