longlive100
2021-11-24

here's the setup into Dec 20 earnings,

analysts downgraded stock or were cautious on pricing of dram and nand. management highlighted dram5 pricing is higher and dram4 holding up better then expected. management set easy guidance to beat.

analysts doing channel checks realizing volumes still growing strong and pricing better then expected.

expected a big pop before and after dec 20.$Micron Technology(MU)$

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