Shay Boloor(@StockSavvyShay):Elon Musk says the “limiting factor currently is memory” with supply growing around 20% annually against demand of 200% or more. That warning comes from $SPCX (one of world’s largest incremental buyers of compute) strengthening HBM & DRAM pricing power for $MU, $SKHY & Samsung.

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

2026.08.04 22:06

Elon Musk says the “limiting factor currently is memory” with supply growing around 20% annually against demand of 200% or more. That warning comes from $SPCX (one of world’s largest incremental buyers of compute) strengthening HBM & DRAM pricing power for $MU, $SKHY & Samsung.