Hamid
@hamids
Founder/CEO of Savvy Trader & Earnings Hub
CoHost of BuyHoldRant Podcast:
My portfolio & trades - near realtime:
参加 September 2008
1.3K フォロー中 36K ファン
But but but it’s cyclical! $MU
Someone forgot to tell the hyper scalers that memory is cyclical and it’s actual worthless. But the $MU bears on X know something nobody else knows…
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.
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