In 2023 NVDA had a big spike in revenue from their previous quarter 7.19B to 13.51B almost doubling. Now MU was at 13.6B to 23.86B. This memory trade just getting started.
I wasn’t paying too much attention to the memory trade, mainly AMD and NVDA but better late than never. This stonk is going to 1tril+. Can’t wait for earnings in a month. SNDK also has that revenue pop too but I think MU is cheaper and more diversified.
Position: 300 shares at 736 on margin