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Elon Musk says memory is the limiting factor and demand is growing 200% a year while output is growing 20%, so prices go up, not down -- $SPCX Q2'26 earnings call "The limiting factor currently is memory. The memory output is increasing by around 20% per year." "Now, normally... show more

Fireside Alpha

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Jensen Huang: “We need memory for… HBM memory for performance. We need LPDDR for low-power memory.” Reporter: Is memory constraint an issue for NVIDIA this year? Jensen Huang: “The entire supply chain is challenging this year because demand is so much more. Supply has been growing 100% every year, but demand is going faster than that. We are going to have a very good year.” We are entering a Memory Supercycle $MU

Jensen Huang: “We need memory for… HBM memory for performance. We need LPDDR for low-power memory.” Reporter: Is memory constraint an issue for NVIDIA this year? Jensen Huang: “The entire supply chain is challenging this year because demand is so much more. Supply has been growing 100% every year, but demand is going faster than that. We are going to have a very good year.” We are entering a Memory Supercycle $MU

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MICRON $MU CEO IS LITERALLY TELLING EVERYONE EXACTLY WHAT TO BUY: He says that memory supply will not catch up to demand until atleast 2028. Memory companies are priced at commodity multiples like the demand will stop this year or next year. That is not the case, and the Micron CEO is shouting it.

MICRON $MU CEO IS LITERALLY TELLING EVERYONE EXACTLY WHAT TO BUY: He says that memory supply will not catch up to demand until atleast 2028. Memory companies are priced at commodity multiples like the demand will stop this year or next year. That is not the case, and the Micron CEO is shouting it.

Just a Dude Who Invests

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Elon Musk reveals the real limiting factor for AI is not chips anymore, it’s electricity AI chip production is growing exponentially, but global electricity supply is only increasing 3–4% per year. We’re reaching the point where we produce more chips than we can actually turn on Power is the ultimate bottleneck in 2026. Data centers now face up to 7-year waits for grid connections, leaving many GPUs sitting idle Energy is the new oil of the AI race

Elon Musk reveals the real limiting factor for AI is not chips anymore, it’s electricity AI chip production is growing exponentially, but global electricity supply is only increasing 3–4% per year. We’re reaching the point where we produce more chips than we can actually turn on Power is the ultimate bottleneck in 2026. Data centers now face up to 7-year waits for grid connections, leaving many GPUs sitting idle Energy is the new oil of the AI race

X Freeze

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Make no mistake, the key to driving down housing costs is increasing supply. When demand is high and supply is constrained, prices rise. It’s basic economics. Last year was the first time the macro data showed rents in Jersey City stabilizing, largely because new housing supply finally came online.

Make no mistake, the key to driving down housing costs is increasing supply. When demand is high and supply is constrained, prices rise. It’s basic economics. Last year was the first time the macro data showed rents in Jersey City stabilizing, largely because new housing supply finally came online.

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Elon Musk explains the biggest reason why Tesla and SpaceX is building a TerraFab: “What’s the limiting factor? We see the limiting factor as being able to make chips - both logic, memory and packaging” Today, the U.S. has zero high-volume computer memory fabs in production. New facilities are coming, but they won't reach meaningful scale until 2028–2030......far behind the pace AI demand is growing Without enough semiconductors, AI and robotics eventually hit a physical wall TerraFab is designed to attack that bottleneck directly...bringing logic, memory and advanced packaging under one roof

Elon Musk explains the biggest reason why Tesla and SpaceX is building a TerraFab: “What’s the limiting factor? We see the limiting factor as being able to make chips - both logic, memory and packaging” Today, the U.S. has zero high-volume computer memory fabs in production. New facilities are coming, but they won't reach meaningful scale until 2028–2030......far behind the pace AI demand is growing Without enough semiconductors, AI and robotics eventually hit a physical wall TerraFab is designed to attack that bottleneck directly...bringing logic, memory and advanced packaging under one roof

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Germany’s Chancellor Merz: The German export economy is booming, demand is increasing. The number of people employed and wages are growing faster than the inflation rate, and that means, all in all, we are on a very good path.

Germany’s Chancellor Merz: The German export economy is booming, demand is increasing. The number of people employed and wages are growing faster than the inflation rate, and that means, all in all, we are on a very good path.

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Travel correspondent Simon Calder said that after "talking to the airlines, they say prices will go up, but that is because demand is increasing for Europe." This is because those who would normally fly to the Gulf are choosing other destinations because of the Iran war.

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The population of the state has increased by 382,000 people in the last 5 years. The government is increasing demand on housing, which is pushing up rents and prices and making it harder to get a home.

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CATHIE WOOD: "21 million units, were up to 20 million that have been minted. Only one more million to go." "Bitcoin is mathematically metered. There will be no supply response'' ''And right now the supply is increasing at 0.9% roughly per year which is lower than gold's long term'' ''In the next two years will be down to 0.45% increase per year. So there's real scarcity value evolving now."

CATHIE WOOD: "21 million units, were up to 20 million that have been minted. Only one more million to go." "Bitcoin is mathematically metered. There will be no supply response'' ''And right now the supply is increasing at 0.9% roughly per year which is lower than gold's long term'' ''In the next two years will be down to 0.45% increase per year. So there's real scarcity value evolving now."

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Jensen Huang just made a statement that every investor in AI infrastructure needs to hear (Save this). He said that the AI buildout is accelerating, the second half of this year is going to be much larger than the first half, and next year is going to be very, very large. Micron is the best positioned to win from this because every Nvidia GPU requires High Bandwidth Memory stacked directly on the chip to feed it data fast enough to keep up. There is no AI compute without memory, and right now there is simply not enough memory to go around. Micron's entire HBM supply for 2026 is already completely sold out under multi-year agreements before the year even started. Micron's own management has acknowledged they can only satisfy 50 to 65 percent of demand from some of their most important customers. That is not a problem that gets fixed quickly, because new fabs take years to build. Micron's Idaho expansion does not come online until mid-2026, a second Idaho facility is not expected until 2028, and a new New York fab is looking at 2030. The demand Jensen just described is arriving right now, and the supply to meet it is years away. The financial results already reflect this dynamic. Micron's Q2 fiscal 2026 revenue came in at $23.86 billion, nearly triple what it was a year earlier beating consensus by roughly $3.8 billion. The HBM market alone is expected to grow from $35 billion today to $100 billion by 2028, and Micron has been consistently ahead of that forecast. Jensen just told the world the second half of this year and all of next year are going to be larger than anything that came before. Micron is the company that supplies the memory those GPUs need to run, and it cannot build supply fast enough to keep up with demand. Come join Milk Road Pro for our full deep dive on Micron, the HBM supply thesis and our AI trade thesis! Link below!

Jensen Huang just made a statement that every investor in AI infrastructure needs to hear (Save this). He said that the AI buildout is accelerating, the second half of this year is going to be much larger than the first half, and next year is going to be very, very large. Micron is the best positioned to win from this because every Nvidia GPU requires High Bandwidth Memory stacked directly on the chip to feed it data fast enough to keep up. There is no AI compute without memory, and right now there is simply not enough memory to go around. Micron's entire HBM supply for 2026 is already completely sold out under multi-year agreements before the year even started. Micron's own management has acknowledged they can only satisfy 50 to 65 percent of demand from some of their most important customers. That is not a problem that gets fixed quickly, because new fabs take years to build. Micron's Idaho expansion does not come online until mid-2026, a second Idaho facility is not expected until 2028, and a new New York fab is looking at 2030. The demand Jensen just described is arriving right now, and the supply to meet it is years away. The financial results already reflect this dynamic. Micron's Q2 fiscal 2026 revenue came in at $23.86 billion, nearly triple what it was a year earlier beating consensus by roughly $3.8 billion. The HBM market alone is expected to grow from $35 billion today to $100 billion by 2028, and Micron has been consistently ahead of that forecast. Jensen just told the world the second half of this year and all of next year are going to be larger than anything that came before. Micron is the company that supplies the memory those GPUs need to run, and it cannot build supply fast enough to keep up with demand. Come join Milk Road Pro for our full deep dive on Micron, the HBM supply thesis and our AI trade thesis! Link below!

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🚨 ELON MUSK: "Batteries are going to be a massive thing. The scale of battery demand, I think not that many people appreciate just how gigantic the scale of battery demand is. The sustained power output from the US grid is around 1 TW, but average usage is less than half of it. If you add batteries to the mix, you can run the power plants 24/7 at full capacity. More than doubling the energy output per year of the United States, just with batteries."

🚨 ELON MUSK: "Batteries are going to be a massive thing. The scale of battery demand, I think not that many people appreciate just how gigantic the scale of battery demand is. The sustained power output from the US grid is around 1 TW, but average usage is less than half of it. If you add batteries to the mix, you can run the power plants 24/7 at full capacity. More than doubling the energy output per year of the United States, just with batteries."

DogeDesigner

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SK Hynix recently reached a $1 trillion market cap. SanDisk started the year at $35B and is now worth $230B. Dylan (Dylan Patel) on why memory prices will still double or triple from here: "People are like, the memory story is overplayed. No, you don't get it. DRAM will double or triple from here still, because that's how much capacity is required. Memory can only grow capacity low double digit percentages a year. 20-30% a year, even less for NAND, a little bit higher for DRAM. Even though the demand signal was very strong at the end of 2025, the memory companies immediately started reacting. None of that incremental capacity really gets here until 2028, even if they wanted to build as fast as possible. So the result is memory prices have gone through the roof. They're going to double and triple again. DRAM, especially. And they have to steal capacity from somewhere else. And the only way to steal capacity from somewhere else in a capitalist economy is demand destruction via higher pricing." Publish date: April 23, 2026

SK Hynix recently reached a $1 trillion market cap. SanDisk started the year at $35B and is now worth $230B. Dylan (Dylan Patel) on why memory prices will still double or triple from here: "People are like, the memory story is overplayed. No, you don't get it. DRAM will double or triple from here still, because that's how much capacity is required. Memory can only grow capacity low double digit percentages a year. 20-30% a year, even less for NAND, a little bit higher for DRAM. Even though the demand signal was very strong at the end of 2025, the memory companies immediately started reacting. None of that incremental capacity really gets here until 2028, even if they wanted to build as fast as possible. So the result is memory prices have gone through the roof. They're going to double and triple again. DRAM, especially. And they have to steal capacity from somewhere else. And the only way to steal capacity from somewhere else in a capitalist economy is demand destruction via higher pricing." Publish date: April 23, 2026

Invest Like the Best

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Dylan on why memory prices will double again: "Memory can only grow capacity low double digit percentages a year. 20-30% a year, even less for NAND, a little bit higher for DRAM, but whatever. Even though the demand signal was very strong at the end of 2025, the memory companies immediately started reacting. None of that incremental capacity really gets here until 2028, even if they wanted to build as fast as possible. So the result is memory prices have gone through the roof. They're going to double and triple again. DRAM, especially. People are like, "oh, the memory story is overplayed." No, you don't get it. DRAM will double or triple from here still, because that's how much capacity is required. And they have to steal capacity from somewhere else. And the only way to steal capacity from somewhere else in a capitalist economy is demand destruction via higher pricing."

Dylan on why memory prices will double again: "Memory can only grow capacity low double digit percentages a year. 20-30% a year, even less for NAND, a little bit higher for DRAM, but whatever. Even though the demand signal was very strong at the end of 2025, the memory companies immediately started reacting. None of that incremental capacity really gets here until 2028, even if they wanted to build as fast as possible. So the result is memory prices have gone through the roof. They're going to double and triple again. DRAM, especially. People are like, "oh, the memory story is overplayed." No, you don't get it. DRAM will double or triple from here still, because that's how much capacity is required. And they have to steal capacity from somewhere else. And the only way to steal capacity from somewhere else in a capitalist economy is demand destruction via higher pricing."

Patrick OShaughnessy

189,478 görüntüleme • 5 ay önce

The IEA just put real numbers behind the fear. Its June report, the first one to look ahead to 2027, was not really about supply. It was about demand. The agency slashed its 2026 demand growth forecast by about 700,000 barrels a day, down to roughly 1.1 million. That is not a rounding error. That is the IEA saying demand is far weaker than anyone hoped, weak enough to change the entire balance of the oil market. Then it gets worse. The first look at 2027 warns of a major supply overhang. Supply normalizing and demand eroding at the same time. A real glut of barrels next year, even bigger than the one that pushed the curve into contango last December. So strip it down. Supply coming back is the good part. Demand being this damaged is the part people keep missing. Because there are two ways oil falls. It falls because supply returns, and that is the good story. Or it falls because supply returns into a world where demand is already broken. Those are not the same thing. And the second one is not inflation. That is the whole point. When oil and the inflation markets are both plunging this fast, they are not pricing higher prices ahead. They are pricing demand coming apart.

The IEA just put real numbers behind the fear. Its June report, the first one to look ahead to 2027, was not really about supply. It was about demand. The agency slashed its 2026 demand growth forecast by about 700,000 barrels a day, down to roughly 1.1 million. That is not a rounding error. That is the IEA saying demand is far weaker than anyone hoped, weak enough to change the entire balance of the oil market. Then it gets worse. The first look at 2027 warns of a major supply overhang. Supply normalizing and demand eroding at the same time. A real glut of barrels next year, even bigger than the one that pushed the curve into contango last December. So strip it down. Supply coming back is the good part. Demand being this damaged is the part people keep missing. Because there are two ways oil falls. It falls because supply returns, and that is the good story. Or it falls because supply returns into a world where demand is already broken. Those are not the same thing. And the second one is not inflation. That is the whole point. When oil and the inflation markets are both plunging this fast, they are not pricing higher prices ahead. They are pricing demand coming apart.

Jeffrey P. Snider

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This year, the US will spend 40% more than it’s taking in. This number is increasing each year — and our debt plays a major role. This is a big problem, especially because cutting our spending is a difficult political issue. And as we continue to add to the debt, the supply-demand picture worsens. I fear that we are approaching the point where we won’t be able to rectify it.

This year, the US will spend 40% more than it’s taking in. This number is increasing each year — and our debt plays a major role. This is a big problem, especially because cutting our spending is a difficult political issue. And as we continue to add to the debt, the supply-demand picture worsens. I fear that we are approaching the point where we won’t be able to rectify it.

Ray Dalio

78,412 görüntüleme • 11 ay önce

"We're going to hit 40 trillion by the end of this year, that's $20 billion a day, about $120,000 of debt per American" Jeff Park on how fast the US debt is growing per American "That also is growing by $200 per day. You and I just sitting here, our debt grows by $200 a day" "That's like a budget for eating, that just is happening invisibly behind you. The question is, what is going to stop that?"

"We're going to hit 40 trillion by the end of this year, that's $20 billion a day, about $120,000 of debt per American" Jeff Park on how fast the US debt is growing per American "That also is growing by $200 per day. You and I just sitting here, our debt grows by $200 a day" "That's like a budget for eating, that just is happening invisibly behind you. The question is, what is going to stop that?"

The Wolf Of All Streets

79,958 görüntüleme • 2 ay önce

ELON: AI MAY BE SMARTER THAN ANY ONE HUMAN BY END OF NEXT YEAR "AI is the fastest advancing technology I've seen of any kind, and I've seen a lot of technology. AI hardware and computers that are coming online dedicated to AI are increasing by a factor of 10 every year, if not every 6-9 months. Many, many software breakthroughs are demonstrated on the curve. My guess is we'll have AI smarter than any one human around the end of next year." Source: X Spaces (Nicolai Tangen)

ELON: AI MAY BE SMARTER THAN ANY ONE HUMAN BY END OF NEXT YEAR "AI is the fastest advancing technology I've seen of any kind, and I've seen a lot of technology. AI hardware and computers that are coming online dedicated to AI are increasing by a factor of 10 every year, if not every 6-9 months. Many, many software breakthroughs are demonstrated on the curve. My guess is we'll have AI smarter than any one human around the end of next year." Source: X Spaces (Nicolai Tangen)

Mario Nawfal

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The demand for silver is quickly outpacing our supply. When there is a product that is structurally short on supply and demand remains, the price will go up. This is Economics 101. It's a massive problem for industries, but it’s great for silver owners because the value is poised to climb. I analyzed this data with Flyover Conservatives last week.

The demand for silver is quickly outpacing our supply. When there is a product that is structurally short on supply and demand remains, the price will go up. This is Economics 101. It's a massive problem for industries, but it’s great for silver owners because the value is poised to climb. I analyzed this data with Flyover Conservatives last week.

KEPM

15,134 görüntüleme • 8 ay önce

$MU is pushing back on the idea that memory is heading toward overbuild with CEO saying “We see no end when supply catches up with demand.” That confidence is backed by 5-year customer agreements committing to take Micron’s supply with options to extend even further.

$MU is pushing back on the idea that memory is heading toward overbuild with CEO saying “We see no end when supply catches up with demand.” That confidence is backed by 5-year customer agreements committing to take Micron’s supply with options to extend even further.

Shay Boloor

151,914 görüntüleme • 1 ay önce