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![TradexWhisperer Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::485550903.png) Trade Whisperer [@TradexWhisperer](/creator/twitter/TradexWhisperer) on x 14.9K followers
Created: 2025-07-15 00:06:40 UTC

$MU "Research" Firm Edgewater for some WEIRD reason decided to go against the following FACTS:

JPMorgan stated, "HBM Market - Robust Supply and Demand until 2027, Bit Demand Expected to Accelerate. The overall HBM market will record over XX% YoY growth in 2026 as well: Of this, HBM is expected to account for XX% of the total DRAM market. HBM will also contribute XX% of the total DRAM bit demand."

What else do we know:
-Micron HBM is gaining market share from SK Hynix and Samsung
-Micron DDR4 pricing is through the roofs
-Micron is Building X new fabs (2 in Idaho and X in NY)
$MSFT, $META, $AMZN, $TSLA keep investing insane amounts of money
-NVDIA GPUs cannot be built without HBM

"Retard" Firm Edgewater

![](https://pbs.twimg.com/media/Gv2uKiFXMAAn9ba.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944911456581087276/c:line.svg)

**Related Topics**
[dram](/topic/dram)
[$mu](/topic/$mu)
[stocks technology](/topic/stocks-technology)
[jpmorgan chase](/topic/jpmorgan-chase)
[stocks financial services](/topic/stocks-financial-services)
[stocks banks](/topic/stocks-banks)
[$db](/topic/$db)

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