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Tom Lee sees the memory trade having a new cycle & not slowing down anytime soon… $DRAM is seen as being buyable with the dips & pullbacks … However, $DISK by Tema ETFs (in partnership with SemiAnalysis) could be a better memory ETF that is: 1) More Diversified than... show more

Marcos Milla

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We finished a cycle for memory, and now we're looking for red (4). Buy the dips and can add to memory stocks at the moving averages. Expect tech to remain weaker until the end of the year. 1. Micron $MU 2. Sandisk $SNDK 3. RoundHill Memory ETF $DRAM Make sure you position yourself on these larger red weeks/months ahead so you can make millions on the next bull-run after October. All my buy and sell signals in Discord @

We finished a cycle for memory, and now we're looking for red (4). Buy the dips and can add to memory stocks at the moving averages. Expect tech to remain weaker until the end of the year. 1. Micron $MU 2. Sandisk $SNDK 3. RoundHill Memory ETF $DRAM Make sure you position yourself on these larger red weeks/months ahead so you can make millions on the next bull-run after October. All my buy and sell signals in Discord @

StockWhale

174,750 görüntüleme • 1 ay önce

I told you to keep buying memory stocks at my levels. Memory has a chance for a low forever, however; we are NOT out of the woods just yet. Here's exactly what I expect moving forward: 1. Memory ETF $DRAM 2. SanDisk $SNDK 3. Micron $MU Literally all my trades, buy and sell signals are in Discord @

I told you to keep buying memory stocks at my levels. Memory has a chance for a low forever, however; we are NOT out of the woods just yet. Here's exactly what I expect moving forward: 1. Memory ETF $DRAM 2. SanDisk $SNDK 3. Micron $MU Literally all my trades, buy and sell signals are in Discord @

StockWhale

69,975 görüntüleme • 23 gün önce

Memory stocks will chop around and go sideways for a while. They will test this area to see if this is the low forever, or if another leg lower needs to happen. In either case, I will be a buyer in memory for the long-term if it head down. 1. Memory ETF $DRAM 2. Micron $MU 3. SanDisk $SNDK All my buy and sell signals in Discord @

Memory stocks will chop around and go sideways for a while. They will test this area to see if this is the low forever, or if another leg lower needs to happen. In either case, I will be a buyer in memory for the long-term if it head down. 1. Memory ETF $DRAM 2. Micron $MU 3. SanDisk $SNDK All my buy and sell signals in Discord @

StockWhale

51,786 görüntüleme • 1 ay önce

I expect memory stocks to bounce and have at least a relief rally soon. Then we let the markets decide if it needs to break down further (head and shoulders top), or if the low is finally in (triangle). Until then, I will continue to buy at great levels for the future. 1. Roundhill Memory ETF $DRAM 2. SanDisk $SNDK 3. Micron $MU All my buy and sell signals in Discord @

I expect memory stocks to bounce and have at least a relief rally soon. Then we let the markets decide if it needs to break down further (head and shoulders top), or if the low is finally in (triangle). Until then, I will continue to buy at great levels for the future. 1. Roundhill Memory ETF $DRAM 2. SanDisk $SNDK 3. Micron $MU All my buy and sell signals in Discord @

StockWhale

53,780 görüntüleme • 1 ay önce

Do NOT buy $DRAM on Fidelity... Be aware: Fidelity currently charges a service fee on purchases for DRAM. Fee: 1) 5% of your purchase amount 2) Capped at $100 per trade This is separate from the ETF's expense ratio...it's a Fidelity brokerage fee. You could STOP paying 2x Fees by buying $KMEM ... Kurv's Memory ETF does NOT have a Fidelity service fee...

Do NOT buy $DRAM on Fidelity... Be aware: Fidelity currently charges a service fee on purchases for DRAM. Fee: 1) 5% of your purchase amount 2) Capped at $100 per trade This is separate from the ETF's expense ratio...it's a Fidelity brokerage fee. You could STOP paying 2x Fees by buying $KMEM ... Kurv's Memory ETF does NOT have a Fidelity service fee...

Marcos Milla

64,751 görüntüleme • 1 ay önce

There's a "new leaf being turned over" in crypto as big TradFi names are dominating the headlines with ETF applications, Quinn Thompson says. "The spot ETF is a conduit that allows better access to bitcoin." Watch more, presented by TRON DAO:

There's a "new leaf being turned over" in crypto as big TradFi names are dominating the headlines with ETF applications, Quinn Thompson says. "The spot ETF is a conduit that allows better access to bitcoin." Watch more, presented by TRON DAO:

CoinDesk

22,692 görüntüleme • 2 yıl önce

Semiconductors right now are the heartbeat of the global economy and foundation of economic growth… how could you not be a bull? By 2030: 1) NVIDIA $NVDA is a $500 stock 2) AMD $AMD is a $1,000 stock 3) TSM $TSM is a $1,000 stock 4) ASML $ASML is a $3,000 stock 5) Intel $INTC is a $300 stock 6) Qualcomm $QCOM is a $400 stock 7) Micron $MU is a $1,750 stock 8) $DRAM is a $200 ETF 9) $SMH is a $1,000 ETF 10) Texas Instruments $TXN is a $600 stock

Semiconductors right now are the heartbeat of the global economy and foundation of economic growth… how could you not be a bull? By 2030: 1) NVIDIA $NVDA is a $500 stock 2) AMD $AMD is a $1,000 stock 3) TSM $TSM is a $1,000 stock 4) ASML $ASML is a $3,000 stock 5) Intel $INTC is a $300 stock 6) Qualcomm $QCOM is a $400 stock 7) Micron $MU is a $1,750 stock 8) $DRAM is a $200 ETF 9) $SMH is a $1,000 ETF 10) Texas Instruments $TXN is a $600 stock

Marcos Milla

347,059 görüntüleme • 3 ay önce

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

105,024 görüntüleme • 1 ay önce

Bank of America just upgraded $MU and memory saying that AI hardware infrastructure spending "is not slowing down." They also said that "the market is underestimating" Micron stock and note it as a "time to buy." Buy every major dip on memory and you will be rich in the future. 1. Sandisk $SNDK 2. Micron $MU All my buy and sell signals in Discord @

Bank of America just upgraded $MU and memory saying that AI hardware infrastructure spending "is not slowing down." They also said that "the market is underestimating" Micron stock and note it as a "time to buy." Buy every major dip on memory and you will be rich in the future. 1. Sandisk $SNDK 2. Micron $MU All my buy and sell signals in Discord @

StockWhale

69,169 görüntüleme • 1 ay önce

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 • 4 ay önce

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."

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 görüntüleme • 18 gün önce

Gavin Baker, CIO of Atreides Management made one of the most important and nuanced calls on memory stocks in recent months (Save this). His argument is that based on every memory cycle of the last 25 years, the setup today, prices elevated, sentiment high, supply ramping is textbook time to sell but he adds a critical exception. The one cycle in modern memory history where selling was catastrophically wrong was the mid-1990s, which Baker calls the last true capacity cycle in memory. In that cycle, demand was structurally exploding as the internet era required entirely new computing infrastructure to be built from scratch, and memory had to scale with it in a way that had never happened before. His point is that AI may be that same kind of cycle and not a normal boom bust but a once in a generation capacity buildout where the underlying demand is structural, not cyclical. The reason this argument holds weight is the fundamental shift in what memory is in the AI era. Traditional DRAM was a pure commodity, identical specs, interchangeable suppliers, price determined entirely by supply and demand swings. HBM is the opposite because it is custom engineered to fit a specific customer's chip, co-designed between the memory maker and the GPU designer, with SK Hynix's Vice President literally describing it as shifting from a commodity to a customer-tailored custom business. A single Blackwell Ultra GPU now requires up to 288GB of HBM3E, a 3.6x increase over the H100 and major suppliers like SK Hynix and Micron have already sold out their entire HBM production capacity through the end of the year. Because HBM requires advanced packaging processes like CoWoS that can't be spun up overnight, the bottleneck isn't just wafer capacity but rather runs across the entire manufacturing stack. Bank of America projects the global HBM market grows 58% this year alone to $54.6 billion, and Nomura expects the broader memory sector to nearly double to $445 billion. Long Micron!

Gavin Baker, CIO of Atreides Management made one of the most important and nuanced calls on memory stocks in recent months (Save this). His argument is that based on every memory cycle of the last 25 years, the setup today, prices elevated, sentiment high, supply ramping is textbook time to sell but he adds a critical exception. The one cycle in modern memory history where selling was catastrophically wrong was the mid-1990s, which Baker calls the last true capacity cycle in memory. In that cycle, demand was structurally exploding as the internet era required entirely new computing infrastructure to be built from scratch, and memory had to scale with it in a way that had never happened before. His point is that AI may be that same kind of cycle and not a normal boom bust but a once in a generation capacity buildout where the underlying demand is structural, not cyclical. The reason this argument holds weight is the fundamental shift in what memory is in the AI era. Traditional DRAM was a pure commodity, identical specs, interchangeable suppliers, price determined entirely by supply and demand swings. HBM is the opposite because it is custom engineered to fit a specific customer's chip, co-designed between the memory maker and the GPU designer, with SK Hynix's Vice President literally describing it as shifting from a commodity to a customer-tailored custom business. A single Blackwell Ultra GPU now requires up to 288GB of HBM3E, a 3.6x increase over the H100 and major suppliers like SK Hynix and Micron have already sold out their entire HBM production capacity through the end of the year. Because HBM requires advanced packaging processes like CoWoS that can't be spun up overnight, the bottleneck isn't just wafer capacity but rather runs across the entire manufacturing stack. Bank of America projects the global HBM market grows 58% this year alone to $54.6 billion, and Nomura expects the broader memory sector to nearly double to $445 billion. Long Micron!

Milk Road AI

260,701 görüntüleme • 1 ay önce

$SNDK is capping its own margins, and the market is reading it as the top. It is the most bullish thing in the print. (Save this) Gross margin ran from 51% to 84.6% over 3 quarters, and now Q1 guidance sits between 83-85%. On the surface, that looks like the classic warning sign. Every memory cycle ended with strong pricing pulling in CapEx until oversupply crushed margins. My view is that this plateau has a completely different cause. Gavin Baker explains it in the video below. Memory companies are trading short-term upside for long-term agreements, where customers prepay and both a floor and a ceiling are set on prices. Basically, SanDisk gave up the top of the price spike in exchange for guaranteed demand years out. Less/no cyclicality! My view is that a business with contracted revenue, a protected floor and volumes climbing deserves to trade like infrastructure, not like a commodity producer. = higher multiples for memory!

$SNDK is capping its own margins, and the market is reading it as the top. It is the most bullish thing in the print. (Save this) Gross margin ran from 51% to 84.6% over 3 quarters, and now Q1 guidance sits between 83-85%. On the surface, that looks like the classic warning sign. Every memory cycle ended with strong pricing pulling in CapEx until oversupply crushed margins. My view is that this plateau has a completely different cause. Gavin Baker explains it in the video below. Memory companies are trading short-term upside for long-term agreements, where customers prepay and both a floor and a ceiling are set on prices. Basically, SanDisk gave up the top of the price spike in exchange for guaranteed demand years out. Less/no cyclicality! My view is that a business with contracted revenue, a protected floor and volumes climbing deserves to trade like infrastructure, not like a commodity producer. = higher multiples for memory!

Vincent

56,810 görüntüleme • 17 gün önce

SK Hynix's Hoshik Kim admits high bandwidth memory "is not the answer" to the memory-wall problem, and SK is working on different solutions to solve the bottleneck. "No, actually, I kind of agree with Pat. So HBM is not the answer." [SK Hynix is admitting that HBM is a bad memory?] "Nothing is a bad memory. It's a good memory, but it's not the final answer. So actually, HBM will not solve the memory-wall problem. Memory-wall problem is an inherent AI problem, which you cannot avoid." "So we try our best to provide higher bandwidth with this memory, with HBM technology even though it has some limitation, as Pat already mentioned, with thermal, IOs, cost, a lot of stuff. "But that's the only thing we got right now to help ease this memory-wall problem, memory-bottleneck problem. But at the same time, we are working in different directions to solve this memory-wall problem with different solutions."

SK Hynix's Hoshik Kim admits high bandwidth memory "is not the answer" to the memory-wall problem, and SK is working on different solutions to solve the bottleneck. "No, actually, I kind of agree with Pat. So HBM is not the answer." [SK Hynix is admitting that HBM is a bad memory?] "Nothing is a bad memory. It's a good memory, but it's not the final answer. So actually, HBM will not solve the memory-wall problem. Memory-wall problem is an inherent AI problem, which you cannot avoid." "So we try our best to provide higher bandwidth with this memory, with HBM technology even though it has some limitation, as Pat already mentioned, with thermal, IOs, cost, a lot of stuff. "But that's the only thing we got right now to help ease this memory-wall problem, memory-bottleneck problem. But at the same time, we are working in different directions to solve this memory-wall problem with different solutions."

Fireside Alpha

140,200 görüntüleme • 28 gün önce

Gavin Baker accurately predicted Micron's 10x run in 2025 Now he's making his next big call: "DRAM is probably going to be 30 to 40% of all hyperscaler CapEx next year, every hundreds of billions of dollars spent goes straight to DRAM" He calls it the single most important bottleneck in all of AI, above lasers, power chips, NAND or HDDs, Elon is even turning the TeraFab toward memory because he sees the same thing Only three firms on earth can make the memory these AI servers need "This is as close to magic as science can get" And Micron just locked in supply contracts covering half its revenue, with floor prices already above the margin peaks of past cycles, the economics of the stock are not what they were "If you still hold $MU at a commodity discount to $ASML and $LRCX, that discount is no longer earned" bookmark it, one of the strongest memory theses for 2026-2027 ↓

Gavin Baker accurately predicted Micron's 10x run in 2025 Now he's making his next big call: "DRAM is probably going to be 30 to 40% of all hyperscaler CapEx next year, every hundreds of billions of dollars spent goes straight to DRAM" He calls it the single most important bottleneck in all of AI, above lasers, power chips, NAND or HDDs, Elon is even turning the TeraFab toward memory because he sees the same thing Only three firms on earth can make the memory these AI servers need "This is as close to magic as science can get" And Micron just locked in supply contracts covering half its revenue, with floor prices already above the margin peaks of past cycles, the economics of the stock are not what they were "If you still hold $MU at a commodity discount to $ASML and $LRCX, that discount is no longer earned" bookmark it, one of the strongest memory theses for 2026-2027 ↓

Damir Akaza

821,815 görüntüleme • 1 ay önce

🚨 WHAT IF THE MEMORY SHORTAGE WAS MANUFACTURED? Samsung, SK Hynix, and Micron are being sued for allegedly engineering the DRAM shortage on purpose. The lawsuit claims they used the AI boom as cover to quietly cut normal memory supply. DRAM prices are up 500 to 700%. The damage is now showing up in iPhone and Mac prices. The makers say it's innocent: AI buyers showed up with huge money for HBM. But here's the bigger question. Memory stocks are priced for endless AI demand. If a court rules the scarcity was manufactured, how much of that demand was ever real?

🚨 WHAT IF THE MEMORY SHORTAGE WAS MANUFACTURED? Samsung, SK Hynix, and Micron are being sued for allegedly engineering the DRAM shortage on purpose. The lawsuit claims they used the AI boom as cover to quietly cut normal memory supply. DRAM prices are up 500 to 700%. The damage is now showing up in iPhone and Mac prices. The makers say it's innocent: AI buyers showed up with huge money for HBM. But here's the bigger question. Memory stocks are priced for endless AI demand. If a court rules the scarcity was manufactured, how much of that demand was ever real?

CryptoGoos

32,615 görüntüleme • 1 ay önce

YBST and YBTY are now live. Introducing a new way to access the GraniteShares YieldBOOST™ platform. Today, we launch two fund-of-funds ETFs designed to bring the full YieldBOOST ecosystem together: $YBST: GraniteShares YieldBOOST™ Single Stock Universe ETF A broad allocation to multiple GraniteShares YieldBOOST ETFs, one ETF, many YieldBOOST strategies. Includes ETFs such as: $TSYY, $NVYY, $COYY, $AMYY, $AZYY, $MTYY, $PLYY, $SMYY, $HOYY, and more. $YBTY: GraniteShares YieldBOOST™ TopYielders ETF A curated mix of YieldBOOST ETFs selected for higher option-premium characteristics. Includes ETFs such as: $TSYY, $COYY, $MTYY, $SMYY, $HOYY. Stay tuned for more details at ¹An option is a contract that gives the holder the right, but not the obligation, to buy or sell a specific asset at a predetermined price on or before a specified date. Options are a type of derivative, meaning their value is derived from the underlying asset. ²A put option is a contract that gives the buyer the right, but not the obligation, to sell an underlying asset at a specified price (the strike price) by or on a specific date (the expiration date). Investment in the fund is not an investment in the Underlying ETF. Distributions are not guaranteed. This product involves significant risks. Please go through the prospectus ( and risk information before investing. For important risk disclosures, please visit

YBST and YBTY are now live. Introducing a new way to access the GraniteShares YieldBOOST™ platform. Today, we launch two fund-of-funds ETFs designed to bring the full YieldBOOST ecosystem together: $YBST: GraniteShares YieldBOOST™ Single Stock Universe ETF A broad allocation to multiple GraniteShares YieldBOOST ETFs, one ETF, many YieldBOOST strategies. Includes ETFs such as: $TSYY, $NVYY, $COYY, $AMYY, $AZYY, $MTYY, $PLYY, $SMYY, $HOYY, and more. $YBTY: GraniteShares YieldBOOST™ TopYielders ETF A curated mix of YieldBOOST ETFs selected for higher option-premium characteristics. Includes ETFs such as: $TSYY, $COYY, $MTYY, $SMYY, $HOYY. Stay tuned for more details at ¹An option is a contract that gives the holder the right, but not the obligation, to buy or sell a specific asset at a predetermined price on or before a specified date. Options are a type of derivative, meaning their value is derived from the underlying asset. ²A put option is a contract that gives the buyer the right, but not the obligation, to sell an underlying asset at a specified price (the strike price) by or on a specific date (the expiration date). Investment in the fund is not an investment in the Underlying ETF. Distributions are not guaranteed. This product involves significant risks. Please go through the prospectus ( and risk information before investing. For important risk disclosures, please visit

GraniteShares ETFs

22,281 görüntüleme • 8 ay önce

The creator of High Bandwidth Memory (HBM) put a number on the AI build that should stop every infra investor cold. A cluster of a million GPUs runs at roughly 10-20% utilization (Save this). Kim Jung-ho spent thirty years building what feeds the GPU, and his claim is that the GPU is barely working. Here is what is actually happening. Every time a model generates output, the data has to be read out of memory, computed, and written back. The read and the write swallow almost the entire cycle. While that data moves, the GPU does nothing. It sits there, fully powered, fully paid for, waiting. By Kim's estimate the memory is doing only about 30 percent of the work it needs to do. The processor idles the rest. So a million installed GPUs run at 10 to 20 percent. You are not compute constrained. You are memory constrained, and the expensive part is standing around. Adding more GPUs does not fix this. It gives you more processors starving for the same data. Here is the part that decides the next decade. Memory can grow. When a cell cannot shrink any further, you stack it into a high-rise, layer on layer. A GPU cannot be stacked. It runs too hot and needs a cooler bolted to its back, so the one move that rescues memory is closed to the processor. The thing that can keep stacking compounds. The thing that cannot plateaus. The marginal dollar in an AI build now buys more by fixing the memory path than by bolting on another idle GPU. Which is why the companies that control memory bandwidth and supply are not suppliers to the AI trade. They are the AI trade.

The creator of High Bandwidth Memory (HBM) put a number on the AI build that should stop every infra investor cold. A cluster of a million GPUs runs at roughly 10-20% utilization (Save this). Kim Jung-ho spent thirty years building what feeds the GPU, and his claim is that the GPU is barely working. Here is what is actually happening. Every time a model generates output, the data has to be read out of memory, computed, and written back. The read and the write swallow almost the entire cycle. While that data moves, the GPU does nothing. It sits there, fully powered, fully paid for, waiting. By Kim's estimate the memory is doing only about 30 percent of the work it needs to do. The processor idles the rest. So a million installed GPUs run at 10 to 20 percent. You are not compute constrained. You are memory constrained, and the expensive part is standing around. Adding more GPUs does not fix this. It gives you more processors starving for the same data. Here is the part that decides the next decade. Memory can grow. When a cell cannot shrink any further, you stack it into a high-rise, layer on layer. A GPU cannot be stacked. It runs too hot and needs a cooler bolted to its back, so the one move that rescues memory is closed to the processor. The thing that can keep stacking compounds. The thing that cannot plateaus. The marginal dollar in an AI build now buys more by fixing the memory path than by bolting on another idle GPU. Which is why the companies that control memory bandwidth and supply are not suppliers to the AI trade. They are the AI trade.

Fireside Alpha

38,370 görüntüleme • 1 ay önce

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.

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 görüntüleme • 1 ay önce