Shared on 29 Sep 25
Revised the narrative to include updated data on market share, catalysts, and risks. No changes were made to my valuation.
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Micron's New Supercycle: Riding the High-Bandwidth Memory Wave
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BlackGoat's Fair Value
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1Y
133.1%7D
7.9%1Y
133.1%7D
7.9%You can edit this narrative until Sep 30 1:15 AM. Then, changes will post as Updates.