Shay Boloor(@StockSavvyShay):$GOOGL Ironwood TPU packs ~190GB of HBM3E so every new deployment directly increases premium memory demand across the cluster. That demand compounds as Gemini APIs process ~22B tokens per minute giving $SKHY the clearest near-term upside and $MU more upside if it gains share. Google has both the returns and the incentive to keep expanding memory capacity with Cloud margins at 36% and capex rising another $15B.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.07.25 12:16

$GOOGL Ironwood TPU packs ~190GB of HBM3E so every new deployment directly increases premium memory demand across the cluster. That demand compounds as Gemini APIs process ~22B tokens per minute giving $SKHY the clearest near-term upside and $MU more upside if it gains share. Google has both the returns and the incentive to keep expanding memory capacity with Cloud margins at 36% and capex rising another $15B.