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
Inference era: here now.
Agentic AI: barely off zero.
And agentic already needs 10 to 40x more memory than standard inference. Reasoning models generate 3 to 10x more tokens.
Position accordingly.