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“Micron gets the same AI memory tailwind as SK Hynix, but trades at a discount with a Burry short weighing on sentiment. SK Hynix's 90.9% DRAM gross margin, modeled by Bernstein, shows the industry is repricing memory — Micron just posted record quarterly revenue of $41.46B and signed 16 long-term customer agreements.”
Source
ZephyrX“LMAO https://t.co/BBF0s5cPsU”span
“Bernstein estimates that SK hynix's DRAM gross margin in Q2 will reach 90.9%”
Performance
Entry$1,023.70
Current$975.60
Since call-4.70%
Confidence72%
How this was scored
Entry$1,023.70Jul 3, 2026 · 13:17 UTC · paste.trade
Current$914.68Jul 15, 2026 · 18:18 UTC · Finnhub
Horizon2026Eparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.