NVDA → $336.00 by Jun 27, 2028.

Not long ago, I did a deep dive into Micron’s fundamentals and it became apparent how important High Bandwidth Memory (HBM) has become for its revenue. Some even argue that this new type of memory is not a traditional cyclical, which led me down the rabbit hole of “Who’s buying this memory?”. One of the names that stands out is Nvidia, and the numbers indicate that this is something that is not receiving as much attention as it deserves. Using …