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$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.

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Shay Boloor

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131,292 просмотров • 1 день назад •via X (Twitter)

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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.
1:31

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

21,976 просмотров • 1 день назад

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
0:50

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

NIK

217,217 просмотров • 6 месяцев назад

Commodity market guru Jeff Currie on the coming, inevitable oil price spike: “Demand is up here; supply is down here. We’re filling that gap with inventory. When you eventually run out of inventory, demand has to come down to supply… You can’t print molecules.”
0:50

Commodity market guru Jeff Currie on the coming, inevitable oil price spike: “Demand is up here; supply is down here. We’re filling that gap with inventory. When you eventually run out of inventory, demand has to come down to supply… You can’t print molecules.”

Steve Hanke

105,277 просмотров • 2 месяцев назад

$MU customers are basically telling Micron that memory is no longer something they can casually buy later because AI has turned it into a strategic resource that needs to be secured years in advance. When customers put down deposits, sign multi-year agreements and accept minimum pricing then they're taking on part of the cyclical risk that Micron used to carry alone. Thats why I think Micron deserves to trade at least 15x earnings because a memory company with no visibility deserves a commodity multiple but a memory company with customer deposits, take-or-pay commitments, minimum pricing and multi-year supply agreements deserves more credit for earnings durability.
1:15

$MU customers are basically telling Micron that memory is no longer something they can casually buy later because AI has turned it into a strategic resource that needs to be secured years in advance. When customers put down deposits, sign multi-year agreements and accept minimum pricing then they're taking on part of the cyclical risk that Micron used to carry alone. Thats why I think Micron deserves to trade at least 15x earnings because a memory company with no visibility deserves a commodity multiple but a memory company with customer deposits, take-or-pay commitments, minimum pricing and multi-year supply agreements deserves more credit for earnings durability.

Shay Boloor

147,903 просмотров • 2 месяцев назад

Bubbles happen when supply gets ahead of demand. Cerebras CEO Andrew Feldman says AI is the opposite. Everyone is chasing demand that already exists, with constraints in every direction. Bubbles don't usually start with a shortage.
1:08

Bubbles happen when supply gets ahead of demand. Cerebras CEO Andrew Feldman says AI is the opposite. Everyone is chasing demand that already exists, with constraints in every direction. Bubbles don't usually start with a shortage.

This Week in AI

11,500 просмотров • 1 месяц назад

I still think $MU is cheap because the SCAs should force investors to rethink the multiple. Over time, Micron expects more than 50% of total revenue to be covered by these agreements giving the business a level of visibility memory companies historically never had. A memory company with no visibility deserves a commodity multiple but a memory company with minimum pricing, multi-year supply agreements and a structurally higher AI demand floor deserves more credit for normalized earnings power.
1:50

I still think $MU is cheap because the SCAs should force investors to rethink the multiple. Over time, Micron expects more than 50% of total revenue to be covered by these agreements giving the business a level of visibility memory companies historically never had. A memory company with no visibility deserves a commodity multiple but a memory company with minimum pricing, multi-year supply agreements and a structurally higher AI demand floor deserves more credit for normalized earnings power.

Shay Boloor

149,504 просмотров • 2 месяцев назад

The bitcoin halving will cut incoming supply by 50%. You don't have to overthink it. If demand is 10-20x more than supply, Economics 101 taught you that price has to go up to accommodate everyone. Here is my segment with Charles V Payne on Fox Business today.
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The bitcoin halving will cut incoming supply by 50%. You don't have to overthink it. If demand is 10-20x more than supply, Economics 101 taught you that price has to go up to accommodate everyone. Here is my segment with Charles V Payne on Fox Business today.

Anthony Pompliano 🌪

413,294 просмотров • 2 лет назад

This is exactly what I’ve been trying to say for the past year and a half. The main cause of inflation has nothing to do with Joe Biden. The inflation that we saw in 2022 and 2023 is mostly caused by the supply shock we saw due to COVID, and the workforce shortage that we endured due to COVID. When supply is held low and demand jumps due to COVID subsiding, prices have no where to go but up. Today Federal Reserve Chairman Powell confirmed this. Don’t believe me, listen for yourself.
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This is exactly what I’ve been trying to say for the past year and a half. The main cause of inflation has nothing to do with Joe Biden. The inflation that we saw in 2022 and 2023 is mostly caused by the supply shock we saw due to COVID, and the workforce shortage that we endured due to COVID. When supply is held low and demand jumps due to COVID subsiding, prices have no where to go but up. Today Federal Reserve Chairman Powell confirmed this. Don’t believe me, listen for yourself.

Ed Krassenstein

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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.
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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.

KEPM

15,134 просмотров • 7 месяцев назад

Micron CEO just revealed one of the biggest investment themes of this decade. Semiconductors used to be a cyclical industry. Not anymore. His view is that Agentic AI is creating virtually bottomless demand. Combined with autonomous vehicles and humanoid robots, memory is becoming a strategic resource, almost like oil. He believes supply won’t be able to catch up with demand before 2027 to 2028. Until then, memory makers will remain in the driver’s seat.
1:53

Micron CEO just revealed one of the biggest investment themes of this decade. Semiconductors used to be a cyclical industry. Not anymore. His view is that Agentic AI is creating virtually bottomless demand. Combined with autonomous vehicles and humanoid robots, memory is becoming a strategic resource, almost like oil. He believes supply won’t be able to catch up with demand before 2027 to 2028. Until then, memory makers will remain in the driver’s seat.

Marcos Crypto

47,172 просмотров • 1 месяц назад

No mention of XRP ETFs.. 🤔 We all know where the price is heading with supply shock. You have to wounder with these guys. 😏
1:55

No mention of XRP ETFs.. 🤔 We all know where the price is heading with supply shock. You have to wounder with these guys. 😏

RIZ.. 🇺🇸 🇵🇷

56,900 просмотров • 8 месяцев назад

The only way we can deal with the housing crisis is to dramatically increase supply. We are committed to doing that.
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The only way we can deal with the housing crisis is to dramatically increase supply. We are committed to doing that.

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CJ KONSTANTINOS: "Nothing stops this train. Not even the smartest, best, most rich entrepreneur in the world with political support can stop the train." "If you're not on the Bitcoin train when it comes, you are going to miss one of the biggest moves that we're going to see in Bitcoin." "I think diminishing returns is going to be put to rest. And we are going to see a full-on panic into hard assets that supply cannot be expanded that easily, specifically real estate. And of course, Bitcoin with finite supply, you can't increase the supply at all. And the only way to get the existing supply back onto the market is a higher price." "That dynamic is going to create massive returns for those who are patient in Bitcoin."
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CJ KONSTANTINOS: "Nothing stops this train. Not even the smartest, best, most rich entrepreneur in the world with political support can stop the train." "If you're not on the Bitcoin train when it comes, you are going to miss one of the biggest moves that we're going to see in Bitcoin." "I think diminishing returns is going to be put to rest. And we are going to see a full-on panic into hard assets that supply cannot be expanded that easily, specifically real estate. And of course, Bitcoin with finite supply, you can't increase the supply at all. And the only way to get the existing supply back onto the market is a higher price." "That dynamic is going to create massive returns for those who are patient in Bitcoin."

Simply Bitcoin

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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!
1:28

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!

Milk Road AI

77,554 просмотров • 2 месяцев назад

Rollins: Beef is up… The beef supply is not meeting the demand. We are resolutely focused on beef. One of the beautiful things about the MAHA movement… we have seen an uptick in the purchase of protein etc and the demand for that is remarkable to see
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Rollins: Beef is up… The beef supply is not meeting the demand. We are resolutely focused on beef. One of the beautiful things about the MAHA movement… we have seen an uptick in the purchase of protein etc and the demand for that is remarkable to see

Acyn

63,851 просмотров • 5 месяцев назад

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 that would be fantastically fast and amazing for any large, mature industry." "But ask yourself, is the demand increasing by 20% a year?" "No, the demand is increasing by 200% a year, maybe higher." "So if you've got demand increasing much faster than supply, then Economics 101 would suggest that the price increases. "It does not decrease."
0:52

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 that would be fantastically fast and amazing for any large, mature industry." "But ask yourself, is the demand increasing by 20% a year?" "No, the demand is increasing by 200% a year, maybe higher." "So if you've got demand increasing much faster than supply, then Economics 101 would suggest that the price increases. "It does not decrease."

Fireside Alpha

23,044 просмотров • 20 дней назад

THIS IS ABSOLUTELY INSANE MICRON CEO JUST TOLD YOU WHICH STOCKS TO BUY TO GET RICH RIGHT NOW HE’S CALLING: $MU AT $879.64 $DRAM AT $50.19 $SNDK AT 1259.98 "WE CAN’T EVEN SUPPLY HALF OF OUR CUSTOMER DEMAND" AND YOU STILL THINK WE’RE IN A BUBBLE?
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THIS IS ABSOLUTELY INSANE MICRON CEO JUST TOLD YOU WHICH STOCKS TO BUY TO GET RICH RIGHT NOW HE’S CALLING: $MU AT $879.64 $DRAM AT $50.19 $SNDK AT 1259.98 "WE CAN’T EVEN SUPPLY HALF OF OUR CUSTOMER DEMAND" AND YOU STILL THINK WE’RE IN A BUBBLE?

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