Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214.
Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois
$MU $SKHY $DRAM A 32GB RAM kit now costs like a console.
"Is that sustainable?" I think that's the wrong question to ask.
Memory got repurposed. It stopped being commodity storage for your PC and became Context Capacity for AI. The trio, SK Hynix, Samsung, Micron, allocates to the highest bidder, and that isn't you.
The real question is whether supply can ever catch demand that compounds.
Enterprises can't opt out. Tokenize operations with LLM/AI-Agents or fall behind the competitors.
Consumers now treat AI like a companion, and usage per person only climbs. The next generation won't be able to survive without it. AI dependence is real, the same way we've become dependent on smartphones.
Exponential demand. Linear fab buildouts. That gap is the trade.