以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

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Mu

7 atoms · 跨 2 天 · 首见 2026-05-26 · 最近 2026-06-04

三色: 🟦 fact 3 · 🟥 take 4 · stance ▲3/▼1/◆3

来源: X 7

时态: fresh:7

标签: 好数字:4 · 好信源:2 · 好思考:1 · 好观点:1

2026-05-26 · 估值水平
you are shorting something 3x PE ex cash?
tags: 好观点 · → daily
value: qty=3x PE ex cash

2026-05-26 · 现金预期
Cash by Aug 2030 as per street $450/sh
tags: 好数字·好信源 · → daily
value: qty=$450/sh · date=Aug 2030
2026-05-26 · NAND供给顺序
NAND supply would come first, then in 12-18 months Dram and then eventually HBM
tags: 好思考 · → daily
2026-05-26 · DRAM bits长期协议比例
by next year ~50% -66% of Dram bits on 5 yr LTA
tags: 好数字 · → daily
value: qty=50%-66% · date=next year
2026-05-26 · 毛利率下限
That means GM boxed in above 60%
tags: 好数字 · → daily
value: qty=above 60%
2026-05-26 · EPS下限
EPS >$60
tags: 好数字 · → daily
value: qty=$60

2026-06-04 · price dropping
Another reason why $Mu is dropping.
tags: 好信源 · → daily