Investor makes the case: HBM at 3x forward earnings with 60% growth is undervalued
firstadopter · x · 2026-11-11
Citing Dan Sundheim's old Priceline trade (40% growth at 9x earnings), firstadopter argues HBM memory is now the better deal: 3x forward earnings, 60% growth, and a multi-year durable competitive moat the market underestimates.
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