Shay Boloor(@StockSavvyShay):$NVDA can keep shrinking its compute circuitry but its on-chip memory is struggling to keep up making cache increasingly expensive to expand. Keeping those chips fed with data requires more advanced memory and packaging giving $MU, $SKHY and $TSM more revenue potential per GPU.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

Joined February 2019

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Shay Boloor@StockSavvyShay

2026.09.11 13:15

$NVDA can keep shrinking its compute circuitry but its on-chip memory is struggling to keep up making cache increasingly expensive to expand. Keeping those chips fed with data requires more advanced memory and packaging giving $MU, $SKHY and $TSM more revenue potential per GPU.