the memory cow
@memorycowmoo
$MU
i mean, moo
in for the Memory Supercycle
参加 February 2026
52 フォロー中 3.5K ファン
gMOO🐮
Focus on the upstream of the AI stack, it's that simple.
For short term speculators, the market right now is painful. For people with long term horizon, as long as nothing fundamental has changed, the market presents an opportunity.
Until then, we keep moving, no matter how tough it is.
Moo that
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$NVDA has Feynman.
$TSLA has Optimus & Robotaxi.
$PLTR has Ontology & AIP.
$GOOGL has Waymo.
$META has Muse & Smart Glasses.
$MU has 3D DRAM & Vertical HBM.
Their breakthroughs need novelty memory.
Memory’s breakthrough doesn’t need them.
That’s the difference.
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