Shay Boloor(@StockSavvyShay):J.P. Morgan is effectively rejecting the memory peak thesis by forecasting DRAM + NAND revenue surging to ~$1.8T in 2028. The note suggest that the market still grows another 27% in 2028 as HBM-driven mix, constrained supply and higher pricing reshape memory margins. The market is still pricing $MU, $SKHY and $SNDK for a cycle peak that J.P. Morgan now sees extending well into 2028.

Shay Boloor

@StockSavvyShay

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

가입 February 2019

323 팔로잉 중 447.8K 팬

Shay Boloor@StockSavvyShay

2026.08.21 13:10

J.P. Morgan is effectively rejecting the memory peak thesis by forecasting DRAM + NAND revenue surging to ~$1.8T in 2028. The note suggest that the market still grows another 27% in 2028 as HBM-driven mix, constrained supply and higher pricing reshape memory margins. The market is still pricing $MU, $SKHY and $SNDK for a cycle peak that J.P. Morgan now sees extending well into 2028.