Trade Whisperer
@TradexWhisperer
Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214.
Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois
Joined February 2012
153 Following 144.1K Followers
Inference becomes 70 to 90% of all AI compute by 2030, and KV cache is its single biggest memory consumer.
$MU has solutions for all levels of KV cache to enable Contextual Intelligence: HBM > DDR5 > disaggregated DRAM > NVMe > data lakes. Every tier is theirs.
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