Outlier Capital(@outliercapx):Bullish — $MU $SNDK $SKHY RBC, this morning: “Our Asia supply chain conversations point to 80–100% HBM price increases for 2027.” This is a price-reset call! 2027 contracts are already being marked as if memory is still the scarce input — even if DDR cools, blended ASP still rises. The AI buildout is not running out of GPUs first. It’s running out of HBM. For my memory bulls, congrats.

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가입 April 2026

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Outlier Capital@outliercapx

2026.09.18 12:13

Bullish — $MU $SNDK $SKHY RBC, this morning: “Our Asia supply chain conversations point to 80–100% HBM price increases for 2027.” This is a price-reset call! 2027 contracts are already being marked as if memory is still the scarce input — even if DDR cools, blended ASP still rises. The AI buildout is not running out of GPUs first. It’s running out of HBM. For my memory bulls, congrats.