the memory cow(@memorycowmoo):gMOO🐮 SpaceX, Nvidia, and now Dell. These are the companies that could massively benefit from "fudding" memory sector to gain an upper hand in negotiating deals with memory chip makers, and they are all super memory hungry! But ALL of them have publicly admitted that the memory shortage will only get worse over at least the next 2-3 years, while the market is panic selling the memory stocks for the AI bubble bursting fear. No one knows what's going to happen in the market, but the fundamentals of the AI stack are much more predictable and reliable than the price action. In the end, they always converge. Eyes on the ball. Moo that

2026.10.26 18:14

gMOO🐮 SpaceX, Nvidia, and now Dell. These are the companies that could massively benefit from "fudding" memory sector to gain an upper hand in negotiating deals with memory chip makers, and they are all super memory hungry! But ALL of them have publicly admitted that the memory shortage will only get worse over at least the next 2-3 years, while the market is panic selling the memory stocks for the AI bubble bursting fear. No one knows what's going to happen in the market, but the fundamentals of the AI stack are much more predictable and reliable than the price action. In the end, they always converge. Eyes on the ball. Moo that

P Equity Research 📰@pequityresearch

2026.10.26 03:45

CEO of Dell, Michael Dell, sees memory shortage getting worse in 2027 and not easing anytime soon: "I think it's going to get worse in 2027 based on what I see right now. The reason is it takes about 4 years to build a new memory factory, there are a number of them under construction. Micron, for example, we are a big Micron customer. Those factories will start producing in 2029. Maybe 2029 everything will be fine." "The way people are using the technology now is very different than a year or two ago, with agents." Via @WSJ $DELL $MU $DRAM $EWY $SKHY $SNDK