Shay Boloor(@StockSavvyShay):$GOOGL Ironwood TPU packs ~190GB of HBM3E so every new deployment directly increases premium memory demand across the cluster. That demand compounds as Gemini APIs process ~22B tokens per minute giving $SKHY the clearest near-term upside and $MU more upside if it gains share. Google has both the returns and the incentive to keep expanding memory capacity with Cloud margins at 36% and capex rising another $15B.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

가입 February 2019

319 팔로잉 중 442.2K 팬

Shay Boloor@StockSavvyShay

2026.07.25 12:16

$GOOGL Ironwood TPU packs ~190GB of HBM3E so every new deployment directly increases premium memory demand across the cluster. That demand compounds as Gemini APIs process ~22B tokens per minute giving $SKHY the clearest near-term upside and $MU more upside if it gains share. Google has both the returns and the incentive to keep expanding memory capacity with Cloud margins at 36% and capex rising another $15B.