Outlier Capital(@outliercapx):Bullish — $MU $SNDK $SKHY RBC, this morning: “Our Asia supply chain conversations point to 80–100% HBM price increases for 2027.” This is a price-reset call! 2027 contracts are already being marked as if memory is still the scarce input — even if DDR cools, blended ASP still rises. The AI buildout is not running out of GPUs first. It’s running out of HBM. For my memory bulls, congrats.

Outlier Capital

@outliercapx

The Founder. Asymmetric stocks. Generational wealth. Portfolio target: 5x+ returns in 5 years. Join 4K+ readers → Full portfolio + Theses, link.

Joined April 2026

107 Following 5.7K Followers

Outlier Capital@outliercapx

2026.09.18 12:13

Bullish — $MU $SNDK $SKHY RBC, this morning: “Our Asia supply chain conversations point to 80–100% HBM price increases for 2027.” This is a price-reset call! 2027 contracts are already being marked as if memory is still the scarce input — even if DDR cools, blended ASP still rises. The AI buildout is not running out of GPUs first. It’s running out of HBM. For my memory bulls, congrats.