Is $MRAM the next $MU or $SNDK?
I’ve been looking into $MRAM lately, and I’m starting to wonder if this could be one of those overlooked semiconductor plays that suddenly gets a major rerating.
With the huge demand around AI, data centers, memory, and next-gen storage, we’ve already seen names like $MU and $SNDK get a lot more attention.
Could $MRAM be next?
I know it’s a much smaller and more speculative company, but that’s also what makes the upside interesting if the story actually plays out.
For anyone following MRAM closely:
What’s your bull case?
What are the biggest risks?
Do you see any real catalyst that could push it into a much higher valuation?
Would love to hear from people who actually understand the memory/semiconductor space.