Apollo is a leading global investment manager with assets under management of approximately $455 billion as of December 31, 2020 in credit, private equity, and real assets funds.
MU closed its consumer facing Crucial brand to go all in on HBM only to lose to SK Hynix and Samsung for next gen NVDA memory at least til mid ‘27 because its HBM4 is too slow to qualify. Still booked for Blackwell but losing the next gen contract is huge. Only down 16% from ATH, puts still feeling safe at this level.