Shay Boloor(@StockSavvyShay):Memory revenue is expected to jump to ~$1.5T in 2027 before barely growing to ~$1.6T in 2028 even as Micron says supply gets tighter through 2028. If cleanroom shortages keep supply constrained then those 2028 estimates look too low across $MU and $SKHY on HBM and DRAM and $SNDK on enterprise SSDs as AI storage demand keeps climbing.

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

2026.10.03 14:17

Memory revenue is expected to jump to ~$1.5T in 2027 before barely growing to ~$1.6T in 2028 even as Micron says supply gets tighter through 2028. If cleanroom shortages keep supply constrained then those 2028 estimates look too low across $MU and $SKHY on HBM and DRAM and $SNDK on enterprise SSDs as AI storage demand keeps climbing.