Memory names strongest today Our Rotation Tracker tells us what to long $MU $SNDK $DRAM longs for us at open $NBIS swing solid mover They are also buying Fast Food & Restraints today

Memorial Sloan Kettering opening its precision oncology data to physicians nationwide through OpenEvidence. Today's Forbes has the story. @MSKCancerCenter has spent years building the world's most detailed map of which cancer mutations respond to which treatments. Until now, you had to be treated at MSK to benefit from it. Soon, an oncologist in a small practice in Montana will see the same evidence as a subspecialist in Manhattan, at the moment it matters, for the patient in front of them. More patients getting the right treatment the first time, wherever they live. Read full article here

Memory related posts keep going viral because people can actually feel the problem! As a leader in the space building @cognee_, we wrote a detailed guide which gets deep into what agent memory actually is. Read more here:

Memory: Datacenter HBM unlikely to move to 4-Hi 🔑 We share TrendForce’s view that the chance of de-spec to 4-Hi is low, vs worries over 4-Hi which could deliver same bandwidth with fewer dies, cut inference costs & stretch limited DRAM supply • Two key reasons 4-Hi unlikely fly in datacenter AI:
– Per-stack capacity is too small (~16GB for HBM5/HBM4E) → hyperscalers would need more chips, racks & scale-up networking
– Higher volume still increases base-die demand on tight advanced logic nodes (esp. N2 for HBM5) → little to no supply relief • Supply-chain feasibility low: mainstream production is focused on 8-Hi & 12-Hi, vs development cost and low-volume 4-Hi flows • Cost per Gb is higher on 4-Hi vs 8-Hi, with similar total cube cost based on current price quote. • Nvidia’s Rubin Ultra dropping to 8-Hi is well expected (our note on Aug 6) • For Rubin Ultra we expect parallel development of HBM4 8-Hi 192GB / HBM4E 8-Hi 256GB / HBM4E 12-Hi 384GB, with higher chance of HBM4 8-Hi first, then HBM4E 8-Hi as the mainstream SKU (consistent with our earlier AI Thermal report of maintain 2600W) • Reiterate our positive view on the DRAM/HBM sector #HBM# #DRAM# #MU#