Outlier Capital(@outliercapx):Bullish — $MU $SKHY $SNDK Stifel: “We believe the durability of this memory upcycle continues to be under-appreciated.” Same note: DRAM bits grow 15–20% in 2027. Closing the deficit would take 40–50%+ supply growth. HBM4 price per bit “will likely double.” The Street is still arguing about the next quarter. The desk is arguing about a multi-year shortage. Congrats to all my memory bulls!

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Outlier Capital@outliercapx

2026.09.23 19:42

Bullish — $MU $SKHY $SNDK Stifel: “We believe the durability of this memory upcycle continues to be under-appreciated.” Same note: DRAM bits grow 15–20% in 2027. Closing the deficit would take 40–50%+ supply growth. HBM4 price per bit “will likely double.” The Street is still arguing about the next quarter. The desk is arguing about a multi-year shortage. Congrats to all my memory bulls!