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To: Return to Sender who wrote (94014)	3/15/2025 3:28:11 PM
From: Sam	1 Recommendation Recommended By Return to Sender Respond to of 95333

Sumit Sadana, Micron \| MWC25 Barcelona Mar 4, 2025 Savannah Peterson and Dave Vellante host a conversation with Sumit Sadana, EVP & Chief Business Officer at Micron, as part of theCUBE’s coverage of MWC25 from Barcelona, Spain 00:00 - Intro 00:07 - Foundations and Innovations: An Introduction to Emerging Technologies 02:39 - Innovation in Semiconductor Manufacturing: Integrated Approaches and EUV Advancements 05:53 - Micron's Collaborations with Samsung 08:24 - Evolution and Significance of High Bandwidth Memory in Industry Growth 11:35 - Strategic Growth and AI: A Forward-Looking Conclusion youtube.com [yt]watch[/yt]

To: Return to Sender who wrote (94014)	3/19/2025 3:31:14 AM
From: Johnny Canuck	1 Recommendation Recommended By Return to Sender Respond to of 95333

Away till late April. Rome was fun. Southern Italy definitely has a character all its own and takes some adjusting to. Stores close from 1 to 4 apm like clock work. Seaside towns definitely have winds that chill you to rhe bone in the last gasps of winter here. Colder than Rome as acresult surprisingly. My take from my one eye on the market. Message 35070742 Also note copper at new high. Someone is putting money on an economic expansion as globalization reverses. I am not sure I agree yet, but I don't get paid the big bucks.