Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214.
Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois
$MU $DRAM Micron just demonstrated the world's first 512GB DDR5 RDIMM running at 9200 MT/s, best in class product, just hits week.
AMD and Intel are validating it now for their next gen platforms. Volume production targets 2H 2027.
One 512GB stick draws 16W versus 44.2W for the four 128GB modules it replaces. Over 60% less power for the same capacity.