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Investor Jonah Lupton says memory stocks are mispriced at 3-5x next-12-month EPS, even as DRAM, NAND and HBM prices rise 20-40% quarter over quarter. He argues

BWB News TV • 2026-08-16 13:06 UTC • By Billy Odell Tucker-Robinson
Investor Jonah Lupton says memory stocks are mispriced at 3-5x next-12-month EPS, even as DRAM, NAND and HBM prices rise 20-40% quarter over quarter. He argues
Investor Jonah Lupton says memory stocks are mispriced at 3-5x next-12-month EPS, even as DRAM, NAND and HBM prices rise 20-40% quarter over quarter. He argues demand is outpacing supply and constraints could last through 2027 or beyond.
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