Milk Road Stocks @MilkRoadStocks · 05 Sep 2026
Memory is NO LONGER a cyclical business. - $MU has signed 16 strategic "take-or-pay" agreements - $100B is already minimum guaranteed - Customers have paid $22B in cash up front "This is not cyclical anymore... these AI chips are creating a massive shortage. Therefore, these https://t.co/80EtEze3Bw
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