RESEARCH UNIVERSE

Coverage

Company-specific underwriting across AI infrastructure and the semiconductor value chain.

AI Memory

MU Micron Technology

Model Preview / Research in Progress

Memory manufacturer · HBM / DRAM / NAND

Latest available price: Unavailable
Base fair value: $1355.27
Probability-weighted value: $1223.41
Implied Base return: —

Model effective 2026-10-03 · DR estimates; model-based fair values, not formal targets

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AI Memory

SKHY SK hynix

Model Preview / Research in Progress

Memory manufacturer · HBM / DRAM / NAND

Latest available price: Unavailable
Base fair value: $244.37
Probability-weighted value: $230.16
Implied Base return: —

Model effective 2026-10-09 · DR estimates; model-based fair values, not formal targets

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