Replying to
@blinxz:Hi, thanks for reading my post and sharing your views.
Overall agree with your views. But think, the real test is whether a richer HBM mix can sustain MU’s margins if AI spending slows, with Democrats majority in Senate & House of Representatives.//
@blinxz:HBM demand still looks durable to me, and that 6.25% rebound says buyers are still there. The bigger tell is whether AI capex shifts from broad build-out to higher quality memory mix
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments