Outlier Capital(@outliercapx):Long term bullish — $MU $SNDK $SKHY Goldman, reiterating Buy on Samsung: Memory demand continues to “significantly outpace supply,” and the gap “is expected to widen further in 2027 and persist through 2028.” Not a 2026 spike. A two-year shortage (at least), getting worse before it gets better. That is the memory wall and it cannot be disputed. The best research desks are telling you, bullish memory!

Outlier Capital

@outliercapx

The Founder. Asymmetric stocks. Generational wealth. Portfolio target: 5x+ returns in 5 years. Join 4K+ readers → Full portfolio + Theses, link.

가입 April 2026

144 팔로잉 중 9.1K 팬

Outlier Capital@outliercapx

2026.10.02 13:50

Long term bullish — $MU $SNDK $SKHY Goldman, reiterating Buy on Samsung: Memory demand continues to “significantly outpace supply,” and the gap “is expected to widen further in 2027 and persist through 2028.” Not a 2026 spike. A two-year shortage (at least), getting worse before it gets better. That is the memory wall and it cannot be disputed. The best research desks are telling you, bullish memory!