https://x.com/wallstengine/status/2019774471360352728?s=20
Counter-analysis: Downgrading Micron's Nvidia Rubin HBM share to 0. Currently, there are no signs that Nvidia is ordering HBM from Micron. Nvidia's HBM4 supply is expected to be consolidated by SK Hynix and Samsung at a 70/30 ratio.